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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,239,862 | -9.5% | 65,775 | -5.8% | 1.16% | -8.3% |
| Q2 2023 | $4,685,364 | -3.7% | 69,837 | -5.9% | 1.27% | -16.1% |
| Q1 2023 | $4,866,651 | -6.6% | 74,209 | -6.0% | 1.51% | -15.3% |
| Q4 2022 | $5,212,196 | +18.3% | 78,949 | +4.8% | 1.79% | +16.0% |
| Q3 2022 | $4,407,000 | +3.0% | 75,328 | +9.9% | 1.54% | +5.8% |
| Q2 2022 | $4,278,000 | -13.1% | 68,534 | -0.6% | 1.46% | -5.3% |
| Q1 2022 | $4,923,000 | -5.1% | 68,961 | -2.7% | 1.54% | -1.7% |
| Q4 2021 | $5,187,000 | -8.1% | 70,839 | -15.3% | 1.57% | -17.2% |
| Q3 2021 | $5,644,000 | -7.6% | 83,640 | -6.3% | 1.89% | -8.6% |
| Q2 2021 | $6,105,000 | -21.0% | 89,300 | -24.6% | 2.07% | -27.0% |
| Q1 2021 | $7,731,000 | -13.6% | 118,423 | -21.2% | 2.83% | -22.0% |
| Q4 2020 | $8,946,000 | -1.9% | 150,277 | -14.0% | 3.64% | -29.6% |
| Q3 2020 | $9,121,000 | +3.8% | 174,762 | -0.4% | 5.16% | -10.2% |
| Q2 2020 | $8,790,000 | -0.4% | 175,411 | -3.1% | 5.75% | -11.0% |
| Q1 2020 | $8,829,000 | -37.3% | 180,987 | -22.7% | 6.45% | -30.3% |
| Q4 2019 | $14,074,000 | – | 234,103 | – | 9.26% | – |
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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% |