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 | $337,577 | -3.9% | 5,237 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $351,350 | +38.6% | 5,237 | +35.5% | 0.02% | +25.0% |
| Q1 2023 | $253,499 | -26.5% | 3,865 | -26.1% | 0.01% | -89.9% |
| Q4 2022 | $345,078 | +29.7% | 5,227 | +15.2% | 0.12% | +643.8% |
| Q3 2022 | $266,000 | +32.3% | 4,539 | +65.3% | 0.02% | +60.0% |
| Q4 2021 | $201,000 | -91.2% | 2,746 | -92.8% | 0.01% | -90.0% |
| Q4 2019 | $2,283,000 | +565.6% | 37,969 | +505.8% | 0.10% | +108.3% |
| Q1 2019 | $343,000 | +47.2% | 6,268 | +42.2% | 0.05% | +17.1% |
| Q4 2018 | $233,000 | – | 4,409 | – | 0.04% | – |
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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% |