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 | $542,431 | -90.9% | 8,415 | -90.7% | 0.00% | -100.0% |
| Q1 2023 | $5,953,221 | +1031.8% | 90,778 | +910.2% | 0.00% | – |
| Q3 2022 | $526,000 | -82.0% | 8,986 | -78.1% | 0.00% | -100.0% |
| Q1 2022 | $2,928,000 | -48.0% | 41,014 | -50.9% | 0.00% | 0.0% |
| Q3 2021 | $5,636,000 | +526.9% | 83,516 | +535.0% | 0.00% | – |
| Q2 2021 | $899,000 | -60.1% | 13,153 | -70.7% | 0.00% | -100.0% |
| Q2 2020 | $2,251,000 | +184.6% | 44,931 | +179.9% | 0.00% | – |
| Q4 2018 | $791,000 | -40.8% | 16,052 | -32.7% | 0.00% | -100.0% |
| Q3 2018 | $1,337,000 | -33.6% | 23,834 | -37.5% | 0.00% | 0.0% |
| Q1 2018 | $2,015,000 | +383.2% | 38,135 | +309.7% | 0.00% | – |
| Q2 2016 | $417,000 | – | 9,308 | – | 0.00% | – |
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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% |