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 | $453,154 | +12.9% | 7,030 | +17.5% | 0.01% | +16.7% |
| Q2 2023 | $401,534 | +6.0% | 5,985 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $378,659 | -0.6% | 5,774 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $381,000 | +14.8% | 5,774 | +1.7% | 0.01% | +16.7% |
| Q3 2022 | $332,000 | -6.2% | 5,675 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $354,000 | -8.5% | 5,675 | +4.6% | 0.01% | 0.0% |
| Q1 2022 | $387,000 | -2.5% | 5,425 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $397,000 | +8.5% | 5,425 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $366,000 | +12.6% | 5,425 | +14.2% | 0.01% | +20.0% |
| Q2 2021 | $325,000 | +13.2% | 4,750 | +8.0% | 0.01% | 0.0% |
| Q1 2021 | $287,000 | – | 4,400 | – | 0.01% | – |
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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% |