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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $717 | -82.0% | 10,693 | -82.4% | 0.03% | -80.7% |
| Q1 2023 | $3,979 | -99.3% | 60,672 | +680.8% | 0.16% | +747.4% |
| Q1 2022 | $555,000 | -88.3% | 7,770 | -89.0% | 0.02% | -90.1% |
| Q3 2021 | $4,759,000 | – | 70,523 | – | 0.19% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $2,408,000 | +107.1% | 36,894 | +88.9% | 0.13% | +62.5% |
| Q4 2020 | $1,163,000 | +12822.2% | 19,535 | +10633.5% | 0.08% | +7900.0% |
| Q4 2016 | $9,000 | +12.5% | 182 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | – | 182 | – | 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% |