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 | $403,068 | -4.4% | 6,253 | -0.5% | 0.27% | -1.5% |
| Q2 2023 | $421,459 | +3.3% | 6,282 | +1.0% | 0.27% | -5.2% |
| Q1 2023 | $407,973 | -2.2% | 6,221 | -1.5% | 0.29% | -14.8% |
| Q4 2022 | $416,982 | +8.9% | 6,316 | -3.5% | 0.34% | -15.1% |
| Q3 2022 | $383,000 | -4.5% | 6,546 | +1.8% | 0.40% | +4.2% |
| Q2 2022 | $401,000 | -13.8% | 6,429 | -1.4% | 0.38% | -1.8% |
| Q1 2022 | $465,000 | -9.2% | 6,520 | -6.7% | 0.39% | -9.1% |
| Q4 2021 | $512,000 | – | 6,986 | – | 0.43% | – |
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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% |