SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 561 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,335 | -8.3% | 5,528 | -4.6% | 0.21% | -8.0% |
| Q2 2023 | $388,787 | +2.3% | 5,795 | 0.0% | 0.23% | -4.2% |
| Q1 2023 | $380,036 | -0.7% | 5,795 | 0.0% | 0.24% | -4.8% |
| Q4 2022 | $382,586 | +12.9% | 5,795 | 0.0% | 0.25% | +10.2% |
| Q3 2022 | $339,000 | -6.1% | 5,795 | 0.0% | 0.22% | -7.4% |
| Q2 2022 | $361,000 | -12.8% | 5,795 | 0.0% | 0.24% | -5.8% |
| Q1 2022 | $414,000 | -2.4% | 5,795 | 0.0% | 0.26% | +7.5% |
| Q4 2021 | $424,000 | +8.4% | 5,795 | 0.0% | 0.24% | +6.7% |
| Q3 2021 | $391,000 | -1.3% | 5,795 | 0.0% | 0.22% | -15.4% |
| Q2 2021 | $396,000 | – | 5,795 | – | 0.27% | – |
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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% |