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 | $601,013 | -5.5% | 9,404 | -0.8% | 0.11% | -5.3% |
| Q2 2023 | $636,145 | -0.1% | 9,482 | -2.3% | 0.11% | -8.9% |
| Q1 2023 | $636,502 | -2.8% | 9,706 | -2.1% | 0.12% | -10.8% |
| Q4 2022 | $654,550 | +9.3% | 9,913 | -2.9% | 0.14% | -2.8% |
| Q3 2022 | $599,000 | +1.5% | 10,204 | +7.0% | 0.14% | +2.1% |
| Q2 2022 | $590,000 | -13.6% | 9,537 | -0.5% | 0.14% | +2.2% |
| Q1 2022 | $683,000 | -1.2% | 9,583 | +1.7% | 0.14% | -0.7% |
| Q4 2021 | $691,000 | +18.1% | 9,421 | +9.1% | 0.14% | -23.8% |
| Q3 2021 | $585,000 | -1.0% | 8,636 | +0.1% | 0.18% | +4.0% |
| Q2 2021 | $591,000 | +0.5% | 8,626 | -12.5% | 0.17% | -24.7% |
| Q4 2020 | $588,000 | +15.3% | 9,857 | +0.7% | 0.23% | -13.5% |
| Q3 2020 | $510,000 | -16.5% | 9,791 | -19.6% | 0.27% | -37.3% |
| Q2 2020 | $611,000 | +6.4% | 12,180 | -5.7% | 0.43% | -25.0% |
| Q1 2020 | $574,000 | -25.6% | 12,912 | +0.8% | 0.57% | -12.3% |
| Q4 2019 | $772,000 | – | 12,806 | – | 0.65% | – |
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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% |