SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,713,806 | -4.9% | 26,587 | -1.0% | 0.95% | -3.0% |
| Q2 2023 | $1,802,378 | +0.6% | 26,865 | -1.6% | 0.98% | +16.3% |
| Q1 2023 | $1,790,931 | +0.4% | 27,309 | +1.0% | 0.84% | -23.2% |
| Q4 2022 | $1,784,556 | +45.1% | 27,031 | +28.6% | 1.10% | +54.5% |
| Q3 2022 | $1,230,000 | +373.1% | 21,019 | +404.9% | 0.71% | +418.2% |
| Q2 2022 | $260,000 | +179.6% | 4,163 | +229.1% | 0.14% | +144.6% |
| Q4 2021 | $93,000 | – | 1,265 | – | 0.06% | – |
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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% |