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 | $41,384 | -3.9% | 642 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $43,072 | -93.8% | 642 | -93.9% | 0.02% | -93.9% |
| Q1 2023 | $689,786 | -0.1% | 10,518 | +0.6% | 0.26% | -7.4% |
| Q4 2022 | $690,466 | +1626.2% | 10,458 | +1529.0% | 0.28% | +1394.7% |
| Q3 2022 | $40,000 | 0.0% | 642 | 0.0% | 0.02% | +11.8% |
| Q2 2022 | $40,000 | -13.0% | 642 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $46,000 | -2.1% | 642 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $47,000 | -2.1% | 642 | -9.7% | 0.02% | -14.3% |
| Q3 2021 | $48,000 | -27.3% | 711 | -26.0% | 0.02% | -27.6% |
| Q2 2021 | $66,000 | -14.3% | 961 | -19.0% | 0.03% | -21.6% |
| Q1 2021 | $77,000 | +8.5% | 1,186 | 0.0% | 0.04% | +2.8% |
| Q4 2020 | $71,000 | – | 1,186 | – | 0.04% | – |
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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% |