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 | $1,230,132 | -3.0% | 19,161 | +1.3% | 0.37% | -2.9% |
| Q2 2023 | $1,268,464 | +2.2% | 18,907 | +0.5% | 0.38% | -2.8% |
| Q1 2023 | $1,241,101 | -15.0% | 18,819 | -15.2% | 0.39% | -25.6% |
| Q4 2022 | $1,460,114 | +271.5% | 22,205 | +230.3% | 0.53% | +236.3% |
| Q3 2022 | $393,000 | +3.7% | 6,722 | +10.5% | 0.16% | +6.8% |
| Q2 2022 | $379,000 | -6.0% | 6,085 | +7.8% | 0.15% | +7.3% |
| Q1 2022 | $403,000 | +9.8% | 5,645 | +12.2% | 0.14% | +7.0% |
| Q4 2021 | $367,000 | +17.3% | 5,029 | +8.5% | 0.13% | +18.5% |
| Q3 2021 | $313,000 | +7.9% | 4,637 | +9.3% | 0.11% | +8.0% |
| Q2 2021 | $290,000 | +33.0% | 4,243 | +26.8% | 0.10% | +17.6% |
| Q1 2021 | $218,000 | +22.5% | 3,345 | +11.6% | 0.08% | +11.8% |
| Q4 2020 | $178,000 | – | 2,998 | – | 0.08% | – |
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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% |