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 | $302,125 | -24.3% | 4,687 | -21.2% | 0.03% | -17.6% |
| Q2 2023 | $398,849 | +2.3% | 5,945 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $389,873 | -4.3% | 5,945 | -0.1% | 0.03% | -2.9% |
| Q4 2022 | $407,184 | +24.1% | 5,953 | +6.1% | 0.04% | +2.9% |
| Q3 2022 | $328,000 | -6.3% | 5,609 | -0.2% | 0.03% | 0.0% |
| Q2 2022 | $350,000 | +3.6% | 5,620 | +18.5% | 0.03% | +17.2% |
| Q1 2022 | $338,000 | +0.3% | 4,742 | +2.9% | 0.03% | 0.0% |
| Q4 2021 | $337,000 | +7.0% | 4,608 | -1.5% | 0.03% | +3.6% |
| Q3 2021 | $315,000 | -38.6% | 4,678 | -37.7% | 0.03% | -41.7% |
| Q2 2021 | $513,000 | +5.6% | 7,503 | +0.6% | 0.05% | 0.0% |
| Q1 2021 | $486,000 | +117.0% | 7,458 | +73.5% | 0.05% | +77.8% |
| Q3 2020 | $224,000 | -99.9% | 4,298 | +4.9% | 0.03% | +3.8% |
| Q2 2020 | $205,366,000 | +86188.2% | 4,098 | +3.2% | 0.03% | -16.1% |
| Q4 2019 | $238,000 | +7.7% | 3,970 | -0.4% | 0.03% | 0.0% |
| Q3 2019 | $221,000 | +10.0% | 3,986 | +8.3% | 0.03% | +3.3% |
| Q1 2019 | $201,000 | – | 3,681 | – | 0.03% | – |
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% |