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 | $1,703,585 | +98888.1% | 26,429 | +3.0% | 0.08% | +1.2% |
| Q2 2023 | $1,721 | +12.0% | 25,648 | +9.5% | 0.08% | +3.8% |
| Q1 2023 | $1,536 | -3.4% | 23,421 | -2.8% | 0.08% | -10.3% |
| Q4 2022 | $1,590 | -99.8% | 24,090 | +73.4% | 0.09% | +64.2% |
| Q3 2022 | $813,000 | -5.6% | 13,895 | +0.8% | 0.05% | 0.0% |
| Q2 2022 | $861,000 | +312.0% | 13,790 | +191.8% | 0.05% | +140.9% |
| Q1 2020 | $209,000 | – | 4,726 | – | 0.02% | – |
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% |