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 | $214,330 | -3.9% | 3,325 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $223,074 | +2.3% | 3,325 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $218,054 | -0.7% | 3,325 | 0.0% | 0.06% | -7.7% |
| Q4 2022 | $219,517 | +12.6% | 3,325 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $195,000 | -6.2% | 3,325 | 0.0% | 0.06% | -4.4% |
| Q2 2022 | $208,000 | -17.5% | 3,325 | -5.9% | 0.07% | -13.9% |
| Q1 2022 | $252,000 | -8.7% | 3,535 | -6.1% | 0.08% | -10.2% |
| Q4 2021 | $276,000 | +8.2% | 3,765 | 0.0% | 0.09% | -3.3% |
| Q3 2021 | $255,000 | -1.2% | 3,765 | 0.0% | 0.09% | -2.2% |
| Q2 2021 | $258,000 | +4.9% | 3,765 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $246,000 | +9.3% | 3,765 | 0.0% | 0.09% | +2.2% |
| Q4 2020 | $225,000 | +14.2% | 3,765 | 0.0% | 0.09% | +1.1% |
| Q3 2020 | $197,000 | -1.0% | 3,765 | -4.8% | 0.09% | -5.2% |
| Q2 2020 | $199,000 | -15.0% | 3,956 | -24.9% | 0.10% | -38.5% |
| Q1 2020 | $234,000 | -12.0% | 5,267 | +19.4% | 0.16% | -10.3% |
| Q4 2019 | $266,000 | – | 4,411 | – | 0.17% | – |
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% |