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 2023 | $270,808 | -20.5% | 4,201 | -17.3% | 0.08% | -20.2% |
| Q2 2023 | $340,818 | +2.6% | 5,080 | +0.3% | 0.09% | -4.1% |
| Q1 2023 | $332,166 | -4.7% | 5,065 | -4.0% | 0.10% | -22.2% |
| Q4 2022 | $348,420 | +10.3% | 5,277 | -2.4% | 0.13% | 0.0% |
| Q3 2022 | $316,000 | -20.8% | 5,404 | -15.5% | 0.13% | -18.7% |
| Q2 2022 | $399,000 | -12.3% | 6,393 | +0.2% | 0.16% | -7.2% |
| Q1 2022 | $455,000 | +0.2% | 6,379 | +0.2% | 0.17% | -2.3% |
| Q4 2021 | $454,000 | -23.3% | 6,367 | -27.4% | 0.17% | -26.9% |
| Q3 2021 | $592,000 | -31.2% | 8,773 | -30.3% | 0.23% | -40.9% |
| Q2 2021 | $861,000 | -11.0% | 12,588 | -15.0% | 0.40% | -15.7% |
| Q1 2021 | $967,000 | – | 14,812 | – | 0.47% | – |
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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% |