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 | $509,333 | -3.3% | 7,902 | +0.6% | 0.05% | -2.0% |
| Q2 2023 | $526,710 | +2.9% | 7,851 | +0.6% | 0.05% | -10.9% |
| Q1 2023 | $511,714 | +40.9% | 7,803 | +41.8% | 0.06% | +27.9% |
| Q4 2022 | $363,219 | +13.5% | 5,502 | +0.7% | 0.04% | -4.4% |
| Q3 2022 | $320,000 | +6300.0% | 5,464 | +5103.8% | 0.04% | +2150.0% |
| Q2 2020 | $5,000 | -98.7% | 105 | -98.4% | 0.00% | -98.6% |
| Q4 2019 | $387,000 | +7.5% | 6,443 | +1.4% | 0.14% | -11.9% |
| Q3 2019 | $360,000 | -99.8% | 6,352 | +61.4% | 0.16% | +42.0% |
| Q2 2019 | $220,955,000 | +113210.3% | 3,936 | +10.7% | 0.11% | +38.3% |
| Q1 2019 | $195,000 | – | 3,556 | – | 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% |