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 | $38,806 | -3.9% | 602 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,388 | +2.3% | 602 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $39,480 | -0.7% | 602 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $39,745 | +13.6% | 602 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | -7.9% | 602 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -2.6% | 602 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -23.5% | 552 | -21.4% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | +21.4% | 702 | +12.7% | 0.00% | 0.0% |
| Q3 2021 | $42,000 | +10.5% | 623 | +12.9% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +31.0% | 552 | +23.8% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | +2800.0% | 446 | +2023.8% | 0.00% | – |
| Q4 2020 | $1,000 | -98.0% | 21 | -98.1% | 0.00% | -100.0% |
| Q1 2015 | $49,000 | – | 1,122 | – | 0.01% | – |
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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% |