SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,015,941 | -94.3% | 15,761 | -94.1% | 0.01% | -92.8% |
| Q2 2023 | $17,840,144 | +5.6% | 265,921 | +3.2% | 0.07% | +72.5% |
| Q1 2023 | $16,891,190 | +0.8% | 257,590 | +1.5% | 0.04% | -62.6% |
| Q4 2022 | $16,753,950 | +4229.2% | 253,777 | +3743.9% | 0.11% | +2040.0% |
| Q3 2022 | $387,000 | +7.5% | 6,602 | +14.2% | 0.01% | +25.0% |
| Q2 2022 | $360,000 | +37.9% | 5,779 | +57.9% | 0.00% | 0.0% |
| Q1 2022 | $261,000 | – | 3,660 | – | 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% |