SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,210 | -3.9% | 7,186 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $482,109 | +2.3% | 7,186 | 0.0% | 0.06% | -5.0% |
| Q1 2023 | $471,258 | -0.7% | 7,186 | 0.0% | 0.06% | -7.7% |
| Q4 2022 | $474,420 | +13.0% | 7,186 | 0.0% | 0.06% | +1.6% |
| Q3 2022 | $420,000 | -6.5% | 7,186 | 0.0% | 0.06% | -1.5% |
| Q2 2022 | $449,000 | -12.5% | 7,186 | 0.0% | 0.06% | +1.6% |
| Q1 2022 | $513,000 | -2.5% | 7,186 | 0.0% | 0.06% | 0.0% |
| Q4 2021 | $526,000 | +8.5% | 7,186 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $485,000 | -1.2% | 7,186 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $491,000 | +4.7% | 7,186 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $469,000 | +9.6% | 7,186 | 0.0% | 0.07% | +4.5% |
| Q4 2020 | $428,000 | +14.1% | 7,186 | 0.0% | 0.07% | -1.5% |
| Q3 2020 | $375,000 | +4.2% | 7,186 | 0.0% | 0.07% | -6.8% |
| Q2 2020 | $360,000 | +12.9% | 7,186 | -0.2% | 0.07% | -11.0% |
| Q1 2020 | $319,000 | – | 7,200 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,297,083 | $374,865,000 | 19.29% |
| Treybourne Wealth Planners, Inc. | 366,639 | $21,826,000 | 15.72% |
| APPLETON GROUP, LLC | 254,812 | $15,169,000 | 14.80% |
| Mokosak Advisory Group, LLC | 482,360 | $28,720,000 | 13.72% |
| Reby Advisors, LLC | 792,867 | $47,199,000 | 12.36% |
| BALLAST ADVISORS LLC | 363,562 | $21,643,000 | 11.15% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 272,604 | $16,228,000 | 9.64% |
| GenWealth Group, Inc. | 459,420 | $27,349,000 | 9.06% |
| Northern Capital Management, Inc. | 154,928 | $9,223,000 | 8.98% |
| Krilogy Financial LLC | 1,199,885 | $71,429,000 | 8.57% |