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 | $674,058 | -6.0% | 10,457 | -2.2% | 0.24% | +2.6% |
| Q2 2023 | $717,125 | -34.0% | 10,689 | -35.5% | 0.23% | -41.9% |
| Q1 2023 | $1,086,661 | -38.4% | 16,570 | -38.0% | 0.40% | -42.0% |
| Q4 2022 | $1,763,460 | -8.3% | 26,711 | -18.8% | 0.70% | -10.9% |
| Q3 2022 | $1,924,000 | -11.4% | 32,888 | -5.5% | 0.78% | -8.9% |
| Q2 2022 | $2,172,000 | -16.5% | 34,793 | -4.5% | 0.86% | -11.2% |
| Q1 2022 | $2,601,000 | -19.8% | 36,436 | -17.7% | 0.96% | -26.0% |
| Q4 2021 | $3,242,000 | +5.9% | 44,271 | -2.4% | 1.30% | -26.1% |
| Q3 2021 | $3,062,000 | -2.8% | 45,372 | -6.0% | 1.76% | -7.7% |
| Q2 2021 | $3,150,000 | 0.0% | 48,261 | 0.0% | 1.91% | -3.1% |
| Q1 2021 | $3,150,000 | +11.4% | 48,261 | +1.6% | 1.97% | -3.4% |
| Q4 2020 | $2,828,000 | – | 47,509 | – | 2.04% | – |
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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% |