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 | $364,521 | -4.8% | 5,655 | -1.0% | 0.18% | +1.7% |
| Q2 2023 | $383,084 | -13.0% | 5,710 | -15.0% | 0.18% | -14.3% |
| Q1 2023 | $440,501 | -91.0% | 6,717 | -90.9% | 0.21% | -91.2% |
| Q4 2022 | $4,878,746 | +72.6% | 73,898 | +53.0% | 2.39% | +66.0% |
| Q3 2022 | $2,827,000 | -68.3% | 48,311 | -66.2% | 1.44% | -67.7% |
| Q2 2022 | $8,922,000 | -21.3% | 142,934 | -10.0% | 4.46% | -14.9% |
| Q1 2022 | $11,338,000 | +27.4% | 158,823 | +30.7% | 5.24% | +45.0% |
| Q4 2021 | $8,899,000 | -11.7% | 121,543 | -18.6% | 3.62% | -17.5% |
| Q3 2021 | $10,078,000 | -20.6% | 149,347 | -19.6% | 4.38% | -24.6% |
| Q2 2021 | $12,697,000 | +30.7% | 185,704 | +24.8% | 5.82% | +7.1% |
| Q1 2021 | $9,716,000 | +23.2% | 148,838 | +12.3% | 5.43% | +6.7% |
| Q4 2020 | $7,889,000 | +20.1% | 132,519 | +5.3% | 5.08% | +10.3% |
| Q3 2020 | $6,566,000 | -52.6% | 125,817 | -54.5% | 4.61% | -54.3% |
| Q2 2020 | $13,859,000 | +338.6% | 276,575 | +287.5% | 10.08% | +285.5% |
| Q1 2020 | $3,160,000 | -75.3% | 71,382 | -66.4% | 2.61% | -71.5% |
| Q4 2019 | $12,783,000 | +14.6% | 212,620 | +11.8% | 9.16% | +11.2% |
| Q3 2019 | $11,152,000 | +8.0% | 190,106 | +3.4% | 8.24% | -0.4% |
| Q2 2019 | $10,324,000 | – | 183,906 | – | 8.27% | – |
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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% |