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 | $76,250 | -17.4% | 1,183 | -15.4% | 0.02% | -22.7% |
| Q2 2023 | $92,357 | 0.0% | 1,399 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $92,357 | +0.0% | 1,399 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $92,356 | -0.7% | 1,399 | -7.1% | 0.02% | -8.3% |
| Q3 2022 | $93,000 | -4.1% | 1,506 | +0.3% | 0.02% | 0.0% |
| Q2 2022 | $97,000 | -24.2% | 1,502 | -16.2% | 0.02% | -17.2% |
| Q1 2022 | $128,000 | -2.3% | 1,793 | +0.2% | 0.03% | -6.5% |
| Q4 2021 | $131,000 | -15.5% | 1,790 | -21.9% | 0.03% | -24.4% |
| Q3 2021 | $155,000 | -11.9% | 2,293 | -11.1% | 0.04% | -10.9% |
| Q2 2021 | $176,000 | -32.6% | 2,578 | -35.5% | 0.05% | -38.7% |
| Q1 2021 | $261,000 | +3.2% | 3,999 | -5.8% | 0.08% | -6.2% |
| Q4 2020 | $253,000 | +10.5% | 4,245 | -3.4% | 0.08% | +77.8% |
| Q3 2020 | $229,000 | -5.8% | 4,396 | -9.5% | 0.04% | -51.1% |
| Q2 2020 | $243,000 | +2.5% | 4,856 | -9.1% | 0.09% | -20.0% |
| Q1 2020 | $237,000 | -26.2% | 5,344 | +0.2% | 0.12% | -11.5% |
| Q4 2019 | $321,000 | +2.2% | 5,331 | -3.7% | 0.13% | +21.5% |
| Q3 2019 | $314,000 | -3.4% | 5,533 | -4.4% | 0.11% | -17.7% |
| Q2 2019 | $325,000 | -11.7% | 5,786 | -14.0% | 0.13% | -15.6% |
| Q1 2019 | $368,000 | +9.5% | 6,726 | -1.4% | 0.15% | -6.7% |
| Q4 2018 | $336,000 | – | 6,820 | – | 0.16% | – |
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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% |