SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 507 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $417,703 | -34.2% | 6,226 | -35.7% | 0.09% | -38.6% |
| Q1 2023 | $634,815 | +78.6% | 9,680 | +79.8% | 0.15% | +75.9% |
| Q4 2022 | $355,452 | +15.4% | 5,384 | +2.2% | 0.09% | +8.8% |
| Q3 2022 | $308,000 | -37.8% | 5,269 | -33.6% | 0.08% | -12.1% |
| Q2 2022 | $495,000 | +106.2% | 7,932 | +135.5% | 0.09% | +122.0% |
| Q1 2022 | $240,000 | -35.7% | 3,368 | -39.1% | 0.04% | -38.8% |
| Q3 2021 | $373,000 | +16.9% | 5,532 | +18.4% | 0.07% | +11.7% |
| Q2 2021 | $319,000 | +2353.8% | 4,673 | +2202.0% | 0.06% | +1900.0% |
| Q1 2021 | $13,000 | -93.3% | 203 | -93.8% | 0.00% | -93.2% |
| Q4 2020 | $195,000 | – | 3,281 | – | 0.04% | – |
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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% |