SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 674 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,449 | -11.0% | 38 | -7.3% | 0.00% | 0.0% |
| Q2 2023 | $2,751 | +2.3% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,689 | -0.7% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,707 | +35.4% | 41 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 41 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 41 | -4.7% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | -57.1% | 43 | -58.3% | 0.00% | -50.0% |
| Q2 2021 | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 103 | -14.2% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $6,000 | -14.3% | 120 | -20.0% | 0.00% | -25.0% |
| Q1 2020 | $7,000 | -22.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 150 | – | 0.00% | – |
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% |