SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,709 | -6.5% | 4,029 | -2.7% | 0.08% | -2.5% |
| Q2 2023 | $277,686 | +2.3% | 4,139 | 0.0% | 0.08% | -4.8% |
| Q1 2023 | $271,436 | -2.6% | 4,139 | -2.0% | 0.08% | -3.4% |
| Q4 2022 | $278,802 | +18.6% | 4,223 | +5.0% | 0.09% | -1.1% |
| Q3 2022 | $235,000 | +2.6% | 4,022 | +9.5% | 0.09% | +7.3% |
| Q2 2022 | $229,000 | -10.5% | 3,674 | +2.3% | 0.08% | -1.2% |
| Q1 2022 | $256,000 | -2.7% | 3,591 | +0.1% | 0.08% | -7.8% |
| Q4 2021 | $263,000 | +24.6% | 3,586 | +14.5% | 0.09% | +12.5% |
| Q3 2021 | $211,000 | -0.9% | 3,133 | +0.5% | 0.08% | 0.0% |
| Q2 2021 | $213,000 | – | 3,118 | – | 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% |