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 | $896,087 | -7.3% | 14,374 | -0.2% | 0.22% | +16.1% |
| Q2 2023 | $966,311 | -6.6% | 14,403 | -8.7% | 0.19% | -12.7% |
| Q1 2023 | $1,034,243 | +2.3% | 15,771 | +3.0% | 0.22% | -3.9% |
| Q4 2022 | $1,010,525 | -11.0% | 15,306 | -21.1% | 0.23% | -20.2% |
| Q3 2022 | $1,135,000 | -6.4% | 19,400 | -0.1% | 0.29% | -4.7% |
| Q2 2022 | $1,213,000 | -12.2% | 19,427 | +0.3% | 0.30% | -1.3% |
| Q1 2022 | $1,382,000 | +0.4% | 19,364 | +3.1% | 0.30% | +1.7% |
| Q4 2021 | $1,376,000 | +8.8% | 18,786 | +0.2% | 0.30% | +1.7% |
| Q3 2021 | $1,265,000 | +105.0% | 18,741 | +107.7% | 0.30% | +116.9% |
| Q2 2021 | $617,000 | +24.9% | 9,022 | +19.1% | 0.14% | +13.3% |
| Q1 2021 | $494,000 | +17.6% | 7,575 | +7.4% | 0.12% | +6.2% |
| Q4 2020 | $420,000 | +61.5% | 7,056 | +41.4% | 0.11% | +29.9% |
| Q3 2020 | $260,000 | +5.3% | 4,989 | +1.3% | 0.09% | -10.3% |
| Q2 2020 | $247,000 | – | 4,926 | – | 0.10% | – |
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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% |