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 | $857,009 | -9.5% | 13,295 | -5.8% | 0.17% | -16.9% |
| Q2 2023 | $946,660 | -20.4% | 14,110 | -22.2% | 0.20% | -29.0% |
| Q1 2023 | $1,189,622 | -20.2% | 18,140 | -19.7% | 0.28% | -29.8% |
| Q4 2022 | $1,491,260 | -7.9% | 22,588 | -18.4% | 0.40% | -31.5% |
| Q3 2022 | $1,619,000 | -5.0% | 27,665 | +1.3% | 0.59% | +1.7% |
| Q2 2022 | $1,704,000 | -12.4% | 27,302 | +0.2% | 0.58% | -3.8% |
| Q1 2022 | $1,945,000 | -6.0% | 27,243 | -3.6% | 0.60% | -2.3% |
| Q4 2021 | $2,069,000 | -1.7% | 28,261 | -9.4% | 0.62% | -15.4% |
| Q3 2021 | $2,104,000 | +11.4% | 31,209 | +13.0% | 0.73% | +7.4% |
| Q2 2021 | $1,889,000 | +13.5% | 27,626 | +8.3% | 0.68% | +2.0% |
| Q1 2021 | $1,664,000 | +296.2% | 25,516 | +262.0% | 0.66% | +213.2% |
| Q4 2020 | $420,000 | – | 7,049 | – | 0.21% | – |
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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% |