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 | $989,659 | -0.4% | 15,353 | +3.6% | 0.03% | +22.7% |
| Q2 2023 | $994,085 | -11.5% | 14,817 | -13.5% | 0.02% | -26.7% |
| Q1 2023 | $1,123,685 | -15.6% | 17,135 | -15.1% | 0.03% | -18.9% |
| Q4 2022 | $1,331,819 | -1.5% | 20,173 | -12.6% | 0.04% | -9.8% |
| Q3 2022 | $1,352,000 | +506.3% | 23,089 | +550.2% | 0.04% | +355.6% |
| Q2 2022 | $223,000 | -3.9% | 3,551 | +12.9% | 0.01% | +28.6% |
| Q4 2021 | $232,000 | +10.5% | 3,146 | +2.8% | 0.01% | 0.0% |
| Q2 2021 | $210,000 | -38.1% | 3,061 | -61.7% | 0.01% | -89.9% |
| Q4 2015 | $339,000 | +377.5% | 7,986 | +399.1% | 0.07% | +3350.0% |
| Q4 2014 | $71,000 | -99.9% | 1,600 | 0.0% | 0.00% | -87.5% |
| Q2 2014 | $68,528,000 | – | 1,600 | – | 0.02% | – |
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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% |