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 2022 | $12,000 | -7.7% | 220 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 219 | +0.9% | 0.00% | -25.0% |
| Q1 2022 | $15,000 | 0.0% | 217 | +0.5% | 0.00% | +33.3% |
| Q4 2021 | $15,000 | +7.1% | 216 | +0.5% | 0.00% | -25.0% |
| Q3 2021 | $14,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | 0.0% | 214 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 213 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | -78.3% | 212 | -81.7% | 0.00% | -81.0% |
| Q3 2020 | $60,000 | -49.6% | 1,161 | -51.6% | 0.02% | -53.3% |
| Q2 2020 | $119,000 | +19.0% | 2,397 | +0.8% | 0.04% | -4.3% |
| Q1 2020 | $100,000 | -29.6% | 2,379 | +0.9% | 0.05% | 0.0% |
| Q4 2019 | $142,000 | +9.2% | 2,357 | +1.0% | 0.05% | 0.0% |
| Q3 2019 | $130,000 | -36.3% | 2,333 | -35.6% | 0.05% | -38.2% |
| Q2 2019 | $204,000 | – | 3,624 | – | 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% |