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 | $1,006,350 | -12.3% | 15,612 | -8.7% | 0.26% | -11.7% |
| Q2 2023 | $1,147,373 | -8.3% | 17,102 | -10.4% | 0.29% | -11.6% |
| Q1 2023 | $1,251,463 | -8.0% | 19,083 | -7.3% | 0.33% | -16.5% |
| Q4 2022 | $1,359,550 | -10.1% | 20,593 | -20.4% | 0.39% | -17.9% |
| Q3 2022 | $1,513,000 | -6.3% | 25,865 | 0.0% | 0.48% | -3.8% |
| Q2 2022 | $1,614,000 | -12.6% | 25,865 | 0.0% | 0.50% | -23.8% |
| Q1 2022 | $1,847,000 | -2.5% | 25,865 | 0.0% | 0.66% | +6.2% |
| Q4 2021 | $1,894,000 | +2.4% | 25,865 | -5.6% | 0.62% | -15.8% |
| Q3 2021 | $1,849,000 | -1.4% | 27,403 | -0.1% | 0.73% | -11.0% |
| Q2 2021 | $1,876,000 | +4.7% | 27,437 | 0.0% | 0.82% | -22.3% |
| Q1 2021 | $1,791,000 | +9.7% | 27,437 | 0.0% | 1.06% | -16.8% |
| Q4 2020 | $1,633,000 | -7.0% | 27,437 | -18.4% | 1.27% | -18.9% |
| Q3 2020 | $1,755,000 | -9.9% | 33,632 | -13.4% | 1.57% | -11.6% |
| Q2 2020 | $1,947,000 | +11.8% | 38,851 | -1.2% | 1.78% | -5.3% |
| Q1 2020 | $1,741,000 | +174.2% | 39,318 | +272.1% | 1.88% | +224.0% |
| Q4 2019 | $635,000 | -27.7% | 10,566 | -31.8% | 0.58% | -32.1% |
| Q3 2019 | $878,000 | – | 15,483 | – | 0.85% | – |
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% |