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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,947 | +81.7% | 58,991 | +78.1% | 0.10% | -8.4% |
| Q1 2023 | $2,172 | +6.6% | 33,114 | +7.3% | 0.11% | -4.5% |
| Q4 2022 | $2,037 | -99.9% | 30,848 | -0.6% | 0.11% | +2.8% |
| Q3 2022 | $1,817,000 | +6.3% | 31,047 | +13.3% | 0.11% | +17.2% |
| Q2 2022 | $1,710,000 | -5.2% | 27,392 | +8.4% | 0.09% | 0.0% |
| Q1 2022 | $1,804,000 | +159.9% | 25,269 | +166.6% | 0.09% | +173.5% |
| Q4 2021 | $694,000 | +54.6% | 9,477 | +42.4% | 0.03% | +30.8% |
| Q3 2021 | $449,000 | +12.5% | 6,654 | -8.7% | 0.03% | -75.0% |
| Q1 2019 | $399,000 | – | 7,289 | – | 0.10% | – |
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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% |