SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,585 | -23.8% | 9,131 | -20.7% | 0.08% | -27.2% |
| Q2 2023 | $772,206 | +2.3% | 11,510 | 0.0% | 0.11% | -4.2% |
| Q1 2023 | $754,826 | -0.7% | 11,510 | 0.0% | 0.12% | -4.8% |
| Q4 2022 | $759,890 | -39.7% | 11,510 | -46.6% | 0.12% | -51.6% |
| Q3 2022 | $1,261,000 | +5.1% | 21,553 | +12.1% | 0.26% | +3.2% |
| Q2 2022 | $1,200,000 | +25.0% | 19,231 | +43.0% | 0.25% | +48.8% |
| Q1 2022 | $960,000 | -2.4% | 13,444 | 0.0% | 0.17% | -2.3% |
| Q4 2021 | $984,000 | +8.5% | 13,444 | 0.0% | 0.17% | +4.2% |
| Q3 2021 | $907,000 | -1.3% | 13,444 | 0.0% | 0.16% | -7.8% |
| Q2 2021 | $919,000 | +4.7% | 13,444 | 0.0% | 0.18% | -6.8% |
| Q1 2021 | $878,000 | – | 13,444 | – | 0.19% | – |
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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% |