SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,173 | +11.0% | 10,397 | +15.6% | 0.03% | +13.3% |
| Q2 2023 | $603,568 | +5.1% | 8,996 | +2.7% | 0.03% | -9.1% |
| Q1 2023 | $574,187 | -3.7% | 8,756 | -3.1% | 0.03% | -8.3% |
| Q4 2022 | $596,454 | +1.8% | 9,034 | -9.9% | 0.04% | +5.9% |
| Q3 2022 | $586,000 | +9.7% | 10,022 | +17.2% | 0.03% | +9.7% |
| Q2 2022 | $534,000 | +9.2% | 8,554 | +24.6% | 0.03% | +34.8% |
| Q1 2022 | $489,000 | +3.4% | 6,863 | +6.2% | 0.02% | +4.5% |
| Q4 2021 | $473,000 | – | 6,462 | – | 0.02% | – |
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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% |