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 | $830,489 | -4.5% | 12,884 | -0.6% | 0.28% | -2.8% |
| Q2 2023 | $869,410 | +9.9% | 12,959 | +7.5% | 0.28% | -8.4% |
| Q1 2023 | $790,851 | -2.2% | 12,059 | -1.6% | 0.31% | -11.5% |
| Q4 2022 | $808,730 | +12.6% | 12,250 | -0.2% | 0.35% | +23.8% |
| Q3 2022 | $718,000 | -22.8% | 12,274 | -17.7% | 0.28% | -29.7% |
| Q2 2022 | $930,000 | -11.7% | 14,905 | +1.1% | 0.40% | +40.7% |
| Q1 2022 | $1,053,000 | – | 14,744 | – | 0.28% | – |
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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% |