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 | $1,088,472 | -3.9% | 16,886 | 0.0% | 0.46% | +0.2% |
| Q2 2023 | $1,132,882 | +2.0% | 16,886 | -0.3% | 0.45% | -3.8% |
| Q1 2023 | $1,110,335 | -2.8% | 16,931 | -2.2% | 0.47% | -9.1% |
| Q4 2022 | $1,142,806 | +6.1% | 17,310 | -6.0% | 0.52% | +1.0% |
| Q3 2022 | $1,077,000 | -10.5% | 18,415 | -4.4% | 0.51% | -10.9% |
| Q2 2022 | $1,203,000 | -11.7% | 19,270 | +0.9% | 0.58% | 0.0% |
| Q1 2022 | $1,363,000 | -2.9% | 19,098 | -0.3% | 0.58% | -1.2% |
| Q4 2021 | $1,403,000 | +3.0% | 19,164 | -5.0% | 0.58% | -6.6% |
| Q3 2021 | $1,362,000 | -0.4% | 20,181 | +1.0% | 0.62% | -2.5% |
| Q2 2021 | $1,367,000 | +33.9% | 19,990 | +27.8% | 0.64% | +18.7% |
| Q1 2021 | $1,021,000 | +29.7% | 15,645 | +18.3% | 0.54% | +20.3% |
| Q4 2020 | $787,000 | +37.6% | 13,220 | +20.7% | 0.45% | +25.8% |
| Q3 2020 | $572,000 | +5.3% | 10,957 | +1.2% | 0.36% | -2.7% |
| Q2 2020 | $543,000 | -11.3% | 10,828 | -21.7% | 0.37% | -25.7% |
| Q1 2020 | $612,000 | -31.6% | 13,832 | -7.1% | 0.49% | -20.7% |
| Q4 2019 | $895,000 | +5.5% | 14,882 | -0.4% | 0.62% | -1.6% |
| Q3 2019 | $848,000 | +5.6% | 14,941 | +4.5% | 0.63% | +2.6% |
| Q2 2019 | $803,000 | -3.6% | 14,299 | -6.0% | 0.62% | -7.1% |
| Q1 2019 | $833,000 | +6.4% | 15,213 | -4.2% | 0.66% | -1.8% |
| Q4 2018 | $783,000 | +48.6% | 15,886 | +68.9% | 0.68% | +52.3% |
| Q3 2018 | $527,000 | +6.0% | 9,405 | +0.6% | 0.44% | -3.9% |
| Q2 2018 | $497,000 | +9.2% | 9,352 | +8.7% | 0.46% | +1.5% |
| Q1 2018 | $455,000 | +49.2% | 8,607 | +54.1% | 0.46% | +45.4% |
| Q4 2017 | $305,000 | – | 5,585 | – | 0.31% | – |
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% |