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 | $889,264 | -4.4% | 13,796 | -0.5% | 0.32% | 0.0% |
Q2 2023 | $930,170 | +1.6% | 13,865 | -0.6% | 0.32% | -6.1% |
Q1 2023 | $915,169 | -0.4% | 13,955 | +0.3% | 0.34% | -11.2% |
Q4 2022 | $918,477 | +14.1% | 13,912 | +1.1% | 0.38% | +1.6% |
Q3 2022 | $805,000 | -2.5% | 13,763 | +3.9% | 0.38% | -3.1% |
Q2 2022 | $826,000 | -11.2% | 13,242 | +1.6% | 0.39% | -12.9% |
Q1 2022 | $930,000 | +12.9% | 13,030 | +15.7% | 0.45% | +43.5% |
Q4 2021 | $824,000 | +21.2% | 11,258 | +11.6% | 0.31% | +5.0% |
Q3 2021 | $680,000 | -1.0% | 10,084 | +0.2% | 0.30% | -5.4% |
Q2 2021 | $687,000 | +2.7% | 10,061 | -1.8% | 0.32% | -9.7% |
Q1 2021 | $669,000 | +361.4% | 10,250 | +294.1% | 0.35% | +223.1% |
Q3 2018 | $145,000 | +5.8% | 2,601 | +0.7% | 0.11% | -11.5% |
Q2 2018 | $137,000 | -2.1% | 2,584 | +0.6% | 0.12% | -3.2% |
Q4 2017 | $140,000 | – | 2,568 | – | 0.13% | – |
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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% |