SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 534 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,012 | +227.6% | 931 | +241.0% | 0.02% | +250.0% |
| Q2 2023 | $18,316 | +74.6% | 273 | +70.6% | 0.01% | +50.0% |
| Q1 2023 | $10,493 | -20.5% | 160 | -20.0% | 0.00% | -20.0% |
| Q4 2022 | $13,204 | +12.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,702 | -58.7% | 200 | -55.9% | 0.01% | -54.5% |
| Q2 2022 | $28,339 | +26.9% | 454 | +21.1% | 0.01% | -8.3% |
| Q4 2020 | $22,324 | +14.1% | 375 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $19,571 | +4.2% | 375 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,791 | +13.2% | 375 | 0.0% | 0.01% | -25.0% |
| Q1 2020 | $16,601 | -91.0% | 375 | -87.8% | 0.02% | -88.9% |
| Q4 2019 | $184,508 | – | 3,069 | – | 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% |