SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $343,572 | -4.4% | 5,330 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $359,267 | +2.3% | 5,355 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $351,181 | -3.4% | 5,355 | -2.7% | 0.01% | -7.7% |
| Q4 2022 | $363,440 | +12.2% | 5,505 | -0.6% | 0.01% | +8.3% |
| Q3 2022 | $324,000 | -6.4% | 5,540 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $346,000 | -13.3% | 5,540 | -0.9% | 0.01% | +8.3% |
| Q1 2022 | $399,000 | -3.2% | 5,590 | -0.6% | 0.01% | 0.0% |
| Q4 2021 | $412,000 | +7.0% | 5,625 | -1.3% | 0.01% | 0.0% |
| Q3 2021 | $385,000 | -1.3% | 5,700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $390,000 | +5.4% | 5,700 | +0.4% | 0.01% | +9.1% |
| Q1 2021 | $370,000 | +9.5% | 5,675 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $338,000 | +14.2% | 5,675 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $296,000 | +4.2% | 5,675 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $284,000 | +13.1% | 5,675 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $251,000 | -28.3% | 5,675 | -2.6% | 0.01% | -15.4% |
| Q4 2019 | $350,000 | +1.4% | 5,825 | -4.2% | 0.01% | 0.0% |
| Q3 2019 | $345,000 | +1.5% | 6,080 | +0.4% | 0.01% | 0.0% |
| Q2 2019 | $340,000 | +3.3% | 6,055 | +0.8% | 0.01% | 0.0% |
| Q1 2019 | $329,000 | -4.4% | 6,005 | -13.8% | 0.01% | -18.8% |
| Q4 2018 | $344,000 | -13.1% | 6,970 | -1.2% | 0.02% | -20.0% |
| Q3 2018 | $396,000 | +6.5% | 7,055 | +0.9% | 0.02% | +17.6% |
| Q2 2018 | $372,000 | -8.1% | 6,995 | -8.8% | 0.02% | -10.5% |
| Q1 2018 | $405,000 | -4.3% | 7,674 | -0.9% | 0.02% | -44.1% |
| Q4 2017 | $423,000 | – | 7,745 | – | 0.03% | – |
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% |