SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $35,821 | +8.7% | 511 | 0.0% | 0.01% | +10.0% |
| Q3 2023 | $32,939 | -5.6% | 511 | -1.7% | 0.01% | -9.1% |
| Q2 2023 | $34,887 | +2.3% | 520 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $34,102 | -2.5% | 520 | -1.9% | 0.01% | -15.4% |
| Q4 2022 | $34,991 | +9.3% | 530 | -2.2% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | -28.9% | 542 | -25.4% | 0.01% | -18.8% |
| Q2 2022 | $45,000 | +21.6% | 727 | +39.8% | 0.02% | +33.3% |
| Q1 2022 | $37,000 | -7.5% | 520 | -6.0% | 0.01% | -7.7% |
| Q4 2021 | $40,000 | -11.1% | 553 | -17.1% | 0.01% | -18.8% |
| Q3 2021 | $45,000 | -8.2% | 667 | -7.6% | 0.02% | -11.1% |
| Q2 2021 | $49,000 | -2.0% | 722 | -5.4% | 0.02% | 0.0% |
| Q1 2021 | $50,000 | +4.2% | 763 | -6.3% | 0.02% | -5.3% |
| Q4 2020 | $48,000 | +14.3% | 814 | -0.1% | 0.02% | 0.0% |
| Q3 2020 | $42,000 | -2.3% | 815 | -6.4% | 0.02% | -5.0% |
| Q2 2020 | $43,000 | +2050.0% | 871 | +1677.6% | 0.02% | +1900.0% |
| Q1 2020 | $2,000 | -97.0% | 49 | -95.6% | 0.00% | -97.1% |
| Q4 2019 | $67,000 | +3.1% | 1,117 | -3.7% | 0.03% | +13.3% |
| Q3 2019 | $65,000 | -7.1% | 1,160 | -7.9% | 0.03% | -6.2% |
| Q2 2019 | $70,000 | -50.0% | 1,259 | -7.9% | 0.03% | +6.7% |
| Q1 2019 | $140,000 | +118.8% | 1,367 | +5.1% | 0.03% | +3.4% |
| Q4 2018 | $64,000 | – | 1,301 | – | 0.03% | – |
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% |