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 | $1,861,771 | -4.7% | 28,883 | -0.8% | 0.26% | -2.3% |
| Q2 2023 | $1,953,981 | +28.4% | 29,125 | +25.5% | 0.26% | +18.6% |
| Q1 2023 | $1,521,538 | -0.6% | 23,201 | +0.1% | 0.22% | -8.3% |
| Q4 2022 | $1,530,596 | -41.9% | 23,184 | -48.5% | 0.24% | -46.9% |
| Q3 2022 | $2,633,000 | +62.8% | 44,993 | +86.9% | 0.45% | +79.4% |
| Q2 2022 | $1,617,000 | +218.3% | 24,067 | +182.2% | 0.25% | +460.0% |
| Q4 2020 | $508,000 | +14.2% | 8,529 | 0.0% | 0.04% | +12.5% |
| Q3 2020 | $445,000 | – | 8,529 | – | 0.04% | – |
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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% |