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 | $64,460 | -3.9% | 1,000 | 0.0% | 0.02% | -8.7% |
| Q2 2023 | $67,090 | +2.3% | 1,000 | 0.0% | 0.02% | +9.5% |
| Q1 2023 | $65,580 | -0.7% | 1,000 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $66,020 | +11.9% | 1,000 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $59,000 | -6.3% | 1,000 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $63,000 | -11.3% | 1,000 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $71,000 | -2.7% | 1,000 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $73,000 | +9.0% | 1,000 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $67,000 | -1.5% | 1,000 | 0.0% | 0.03% | -25.7% |
| Q2 2021 | $68,000 | +4.6% | 1,000 | 0.0% | 0.04% | -5.4% |
| Q1 2021 | $65,000 | +8.3% | 1,000 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $60,000 | +15.4% | 1,000 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $52,000 | +4.0% | 1,000 | 0.0% | 0.04% | -5.0% |
| Q2 2020 | $50,000 | +11.1% | 1,000 | 0.0% | 0.04% | -11.1% |
| Q1 2020 | $45,000 | – | 1,000 | – | 0.04% | – |
Download | ||||||
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% |