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 | $11,378,172 | -5.7% | 176,515 | -1.9% | 4.01% | -3.4% |
| Q2 2023 | $12,066,220 | +4.8% | 179,851 | +2.5% | 4.15% | -0.7% |
| Q1 2023 | $11,510,814 | +6.5% | 175,523 | +7.3% | 4.18% | -0.2% |
| Q4 2022 | $10,804,519 | +6.2% | 163,655 | -5.9% | 4.19% | +4.3% |
| Q3 2022 | $10,176,000 | -9.1% | 173,923 | -3.0% | 4.02% | -5.9% |
| Q2 2022 | $11,194,000 | -13.0% | 179,330 | -0.5% | 4.27% | -3.9% |
| Q1 2022 | $12,872,000 | -5.0% | 180,299 | -2.6% | 4.45% | -1.2% |
| Q4 2021 | $13,555,000 | +14.4% | 185,129 | +5.5% | 4.50% | +8.5% |
| Q3 2021 | $11,845,000 | +1.2% | 175,529 | +3.2% | 4.14% | +0.9% |
| Q2 2021 | $11,709,000 | +10.2% | 170,090 | +4.5% | 4.11% | +2.4% |
| Q1 2021 | $10,623,000 | – | 162,732 | – | 4.01% | – |
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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% |