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 | $243,272 | -3.9% | 3,774 | 0.0% | 0.12% | +6.9% |
| Q2 2023 | $253,198 | +2.3% | 3,774 | 0.0% | 0.12% | -6.5% |
| Q1 2023 | $247,499 | -6.8% | 3,774 | -6.1% | 0.12% | -15.6% |
| Q4 2022 | $265,466 | +13.0% | 4,021 | 0.0% | 0.15% | +13.1% |
| Q3 2022 | $235,000 | -6.4% | 4,021 | 0.0% | 0.13% | -27.0% |
| Q2 2022 | $251,000 | -12.5% | 4,021 | 0.0% | 0.18% | +19.5% |
| Q1 2022 | $287,000 | -0.7% | 4,021 | +2.0% | 0.15% | +4.2% |
| Q4 2021 | $289,000 | +8.6% | 3,941 | 0.0% | 0.14% | -1.4% |
| Q3 2021 | $266,000 | -2.6% | 3,941 | 0.0% | 0.14% | +2.8% |
| Q2 2021 | $273,000 | +6.2% | 3,941 | 0.0% | 0.14% | -4.7% |
| Q1 2021 | $257,000 | +9.4% | 3,941 | 0.0% | 0.15% | +7.2% |
| Q4 2020 | $235,000 | – | 3,941 | – | 0.14% | – |
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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% |