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 | $217,112 | -3.8% | 3,368 | +0.1% | 0.05% | -3.6% |
| Q2 2023 | $225,745 | -9.7% | 3,365 | -11.8% | 0.06% | -14.1% |
| Q1 2023 | $250,098 | -40.3% | 3,814 | -39.9% | 0.06% | -44.3% |
| Q4 2022 | $418,798 | +6.8% | 6,344 | -5.3% | 0.12% | -2.5% |
| Q3 2022 | $392,000 | -4.6% | 6,698 | +1.8% | 0.12% | -2.5% |
| Q2 2022 | $411,000 | -10.8% | 6,579 | +1.9% | 0.12% | -2.4% |
| Q1 2022 | $461,000 | -2.5% | 6,458 | -0.1% | 0.12% | -1.6% |
| Q4 2021 | $473,000 | +10.8% | 6,465 | +2.2% | 0.13% | -7.4% |
| Q3 2021 | $427,000 | +3.9% | 6,326 | +5.3% | 0.14% | +8.8% |
| Q2 2021 | $411,000 | +6.8% | 6,010 | +1.9% | 0.12% | +1.6% |
| Q1 2021 | $385,000 | +11.9% | 5,896 | +2.2% | 0.12% | +16.0% |
| Q4 2020 | $344,000 | +22.9% | 5,770 | +7.6% | 0.11% | +3.9% |
| Q3 2020 | $280,000 | +8.9% | 5,362 | +4.4% | 0.10% | -2.9% |
| Q2 2020 | $257,000 | +10.3% | 5,136 | -2.3% | 0.10% | -8.7% |
| Q1 2020 | $233,000 | -25.3% | 5,257 | +1.1% | 0.12% | -19.6% |
| Q4 2019 | $312,000 | -1.6% | 5,198 | -7.1% | 0.14% | -8.9% |
| Q3 2019 | $317,000 | +5.0% | 5,594 | +4.0% | 0.16% | -13.3% |
| Q2 2019 | $302,000 | +5.2% | 5,380 | +2.6% | 0.18% | +1.1% |
| Q1 2019 | $287,000 | +11.2% | 5,245 | +0.0% | 0.18% | -8.7% |
| Q4 2018 | $258,000 | -12.2% | 5,243 | -0.1% | 0.20% | -0.5% |
| Q3 2018 | $294,000 | +5.8% | 5,249 | +0.2% | 0.20% | -5.7% |
| Q2 2018 | $278,000 | -0.7% | 5,236 | -1.2% | 0.21% | -8.3% |
| Q1 2018 | $280,000 | -6.4% | 5,299 | -3.0% | 0.23% | -24.8% |
| Q4 2017 | $299,000 | – | 5,464 | – | 0.30% | – |
Download | ||||||
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% |