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 | $5,586,515 | -3.8% | 86,666 | +0.2% | 4.43% | +1.6% |
| Q2 2023 | $5,804,172 | -1.0% | 86,513 | -3.2% | 4.36% | -7.8% |
| Q1 2023 | $5,861,801 | -33.7% | 89,384 | -33.2% | 4.73% | -45.0% |
| Q4 2022 | $8,835,078 | +21.6% | 133,824 | +7.7% | 8.60% | +8.2% |
| Q3 2022 | $7,268,000 | -5.9% | 124,212 | +0.4% | 7.94% | +4.6% |
| Q2 2022 | $7,720,000 | -11.7% | 123,674 | +1.0% | 7.60% | +9.3% |
| Q1 2022 | $8,742,000 | +3.6% | 122,451 | +6.2% | 6.95% | +14.8% |
| Q4 2021 | $8,442,000 | +20.4% | 115,297 | +10.9% | 6.05% | +8.1% |
| Q3 2021 | $7,014,000 | +2.1% | 103,943 | +3.5% | 5.60% | +6.7% |
| Q2 2021 | $6,869,000 | +7.1% | 100,471 | +2.3% | 5.25% | -5.8% |
| Q1 2021 | $6,411,000 | +28.3% | 98,209 | +17.0% | 5.57% | +22.1% |
| Q4 2020 | $4,998,000 | +22.9% | 83,951 | +7.8% | 4.57% | +29.1% |
| Q3 2020 | $4,066,000 | – | 77,905 | – | 3.54% | – |
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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% |