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 | $377,736 | -3.9% | 5,860 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $393,148 | -70.6% | 5,860 | -71.1% | 0.08% | -70.9% |
| Q1 2023 | $1,337,566 | +0.0% | 20,260 | 0.0% | 0.28% | 0.0% |
| Q4 2022 | $1,337,565 | +12.9% | 20,260 | 0.0% | 0.28% | -2.5% |
| Q3 2022 | $1,185,000 | -6.3% | 20,260 | 0.0% | 0.28% | -2.1% |
| Q2 2022 | $1,265,000 | -12.5% | 20,260 | 0.0% | 0.29% | -9.4% |
| Q1 2022 | $1,446,000 | -2.5% | 20,260 | 0.0% | 0.32% | -2.2% |
| Q4 2021 | $1,483,000 | +8.5% | 20,260 | 0.0% | 0.32% | +5.9% |
| Q3 2021 | $1,367,000 | -6.8% | 20,260 | -5.5% | 0.31% | -9.2% |
| Q2 2021 | $1,466,000 | +4.8% | 21,435 | 0.0% | 0.34% | -10.8% |
| Q1 2021 | $1,399,000 | +9.6% | 21,435 | 0.0% | 0.38% | -2.3% |
| Q4 2020 | $1,276,000 | +14.0% | 21,435 | 0.0% | 0.39% | +3.2% |
| Q3 2020 | $1,119,000 | +4.2% | 21,435 | 0.0% | 0.38% | -0.5% |
| Q2 2020 | $1,074,000 | +16.1% | 21,435 | +2.6% | 0.38% | +6.5% |
| Q1 2020 | $925,000 | -26.4% | 20,890 | 0.0% | 0.36% | -6.6% |
| Q4 2019 | $1,256,000 | +6.0% | 20,890 | 0.0% | 0.38% | +2.2% |
| Q3 2019 | $1,185,000 | +1.0% | 20,890 | 0.0% | 0.37% | 0.0% |
| Q2 2019 | $1,173,000 | +3.2% | 20,890 | +0.5% | 0.37% | +2.8% |
| Q1 2019 | $1,137,000 | +11.8% | 20,780 | +0.7% | 0.36% | 0.0% |
| Q4 2018 | $1,017,000 | – | 20,640 | – | 0.36% | – |
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% |