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 | $788,669 | +5.0% | 12,235 | +9.2% | 0.00% | 0.0% |
| Q2 2023 | $751,454 | +106037.6% | 11,200 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $708 | +3.1% | 10,800 | +3.7% | 0.00% | 0.0% |
| Q4 2022 | $687 | -99.9% | 10,417 | -2.0% | 0.00% | 0.0% |
| Q3 2022 | $621,000 | +31.0% | 10,630 | +39.7% | 0.00% | 0.0% |
| Q2 2022 | $474,000 | +2.2% | 7,610 | +17.0% | 0.00% | +50.0% |
| Q1 2022 | $464,000 | +4.0% | 6,505 | +6.8% | 0.00% | 0.0% |
| Q4 2021 | $446,000 | +24.9% | 6,092 | +14.9% | 0.00% | 0.0% |
| Q3 2021 | $357,000 | +5.9% | 5,304 | +7.4% | 0.00% | 0.0% |
| Q2 2021 | $337,000 | +270.3% | 4,940 | +252.9% | 0.00% | +100.0% |
| Q1 2021 | $91,000 | +2175.0% | 1,400 | +1607.3% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 82 | +1.2% | 0.00% | – |
| Q3 2020 | $4,000 | -92.0% | 81 | -91.8% | 0.00% | -100.0% |
| Q2 2020 | $50,000 | -19.4% | 990 | -29.8% | 0.00% | 0.0% |
| Q1 2020 | $62,000 | +588.9% | 1,411 | +853.4% | 0.00% | – |
| Q4 2019 | $9,000 | -18.2% | 148 | -22.5% | 0.00% | – |
| Q3 2019 | $11,000 | +37.5% | 191 | +29.9% | 0.00% | – |
| Q2 2019 | $8,000 | +100.0% | 147 | +88.5% | 0.00% | – |
| Q1 2019 | $4,000 | +100.0% | 78 | +110.8% | 0.00% | – |
| Q4 2018 | $2,000 | – | 37 | – | 0.00% | – |
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% |