MONOGRAPH WEALTH ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

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
MONOGRAPH WEALTH ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,155,639
-3.9%
17,9280.0%0.23%
-11.2%
Q2 2023$1,202,790
+2.3%
17,9280.0%0.26%
-6.5%
Q1 2023$1,175,718
+99200.5%
17,9280.0%0.28%
-12.1%
Q4 2022$1,184
-99.9%
17,9280.0%0.31%
-8.7%
Q3 2022$1,049,000
-6.3%
17,9280.0%0.34%
+5.8%
Q2 2022$1,119,000
-12.6%
17,9280.0%0.32%
+0.6%
Q1 2022$1,280,000
-2.5%
17,9280.0%0.32%
-2.1%
Q4 2021$1,313,00017,9280.33%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Avantax Planning Partners, Inc. 6,297,083$374,865,00019.29%
Treybourne Wealth Planners, Inc. 366,639$21,826,00015.72%
APPLETON GROUP, LLC 254,812$15,169,00014.80%
Mokosak Advisory Group, LLC 482,360$28,720,00013.72%
Reby Advisors, LLC 792,867$47,199,00012.36%
BALLAST ADVISORS LLC 363,562$21,643,00011.15%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 272,604$16,228,0009.64%
GenWealth Group, Inc. 459,420$27,349,0009.06%
Northern Capital Management, Inc. 154,928$9,223,0008.98%
Krilogy Financial LLC 1,199,885$71,429,0008.57%
View complete list of SCHWAB STRATEGIC TR shareholders