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 | $78,665 | +259.7% | 1,220 | +274.2% | 0.06% | +273.3% |
| Q2 2023 | $21,871 | +2.9% | 326 | +0.6% | 0.02% | +7.1% |
| Q1 2023 | $21,248 | – | 324 | +32300.0% | 0.01% | – |
| Q3 2020 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $109,000 | +9.0% | 2,165 | -4.3% | 0.11% | +61.2% |
| Q1 2020 | $100,000 | -25.9% | 2,263 | +0.9% | 0.07% | -18.3% |
| Q4 2019 | $135,000 | -61.2% | 2,243 | -63.4% | 0.08% | -50.0% |
| Q3 2019 | $348,000 | +4.2% | 6,130 | +3.0% | 0.16% | +1.2% |
| Q2 2019 | $334,000 | +67.8% | 5,954 | +63.5% | 0.16% | +55.8% |
| Q1 2019 | $199,000 | +9.3% | 3,641 | -1.3% | 0.10% | -5.5% |
| Q4 2018 | $182,000 | -16.5% | 3,689 | -5.2% | 0.11% | -9.8% |
| Q3 2018 | $218,000 | -4.8% | 3,892 | -9.7% | 0.12% | -7.6% |
| Q2 2018 | $229,000 | +50.7% | 4,309 | +49.5% | 0.13% | +57.1% |
| Q1 2018 | $152,000 | +590.9% | 2,882 | +622.3% | 0.08% | +546.2% |
| Q4 2017 | $22,000 | – | 399 | – | 0.01% | – |
Download | ||||||
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% |