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 | $1,777 | -20.3% | 27,573 | -18.9% | 0.74% | -26.7% |
| Q1 2023 | $2,230 | +24.7% | 34,008 | +25.6% | 1.01% | +34.6% |
| Q4 2022 | $1,788 | -99.9% | 27,077 | -1.9% | 0.75% | -1.4% |
| Q3 2022 | $1,615,000 | -6.6% | 27,603 | -0.3% | 0.76% | -1.0% |
| Q2 2022 | $1,729,000 | -11.7% | 27,692 | +1.0% | 0.77% | -5.3% |
| Q1 2022 | $1,957,000 | -21.3% | 27,408 | -19.3% | 0.81% | -9.1% |
| Q4 2021 | $2,486,000 | +33.9% | 33,948 | +23.4% | 0.89% | +13.2% |
| Q3 2021 | $1,856,000 | -0.9% | 27,507 | +0.4% | 0.79% | -20.9% |
| Q2 2021 | $1,873,000 | -6.0% | 27,391 | -10.3% | 1.00% | +5.4% |
| Q1 2021 | $1,992,000 | +5.8% | 30,521 | -3.5% | 0.94% | -3.4% |
| Q4 2020 | $1,883,000 | +13.8% | 31,637 | -0.2% | 0.98% | +4.5% |
| Q3 2020 | $1,655,000 | -9.5% | 31,712 | -13.1% | 0.94% | -14.5% |
| Q2 2020 | $1,828,000 | +18.5% | 36,472 | +4.7% | 1.10% | +1.4% |
| Q1 2020 | $1,542,000 | +53.9% | 34,839 | +109.0% | 1.08% | +61.7% |
| Q4 2019 | $1,002,000 | – | 16,670 | – | 0.67% | – |
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% |