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 | $1,928,192 | -3.8% | 29,913 | +0.1% | 2.39% | -11.6% |
| Q2 2023 | $2,004,304 | +0.9% | 29,875 | -1.4% | 2.70% | -5.3% |
| Q1 2023 | $1,987,390 | -0.8% | 30,305 | -0.1% | 2.85% | -7.8% |
| Q4 2022 | $2,002,704 | -2.4% | 30,335 | -1.8% | 3.09% | +0.7% |
| Q2 2022 | $2,052,000 | -6.0% | 30,876 | +1.0% | 3.07% | +4.1% |
| Q1 2022 | $2,183,000 | -2.4% | 30,572 | +0.1% | 2.95% | +2.2% |
| Q4 2021 | $2,237,000 | +7.0% | 30,549 | -1.4% | 2.88% | -1.0% |
| Q3 2021 | $2,091,000 | -0.9% | 30,987 | +0.4% | 2.91% | -2.5% |
| Q2 2021 | $2,111,000 | +5.2% | 30,869 | +0.5% | 2.99% | -4.9% |
| Q1 2021 | $2,006,000 | – | 30,723 | – | 3.14% | – |
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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% |