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 | $6,392,563 | -15.6% | 99,171 | -12.1% | 2.15% | -9.1% |
| Q2 2023 | $7,569,698 | -0.2% | 112,829 | -2.4% | 2.36% | -4.3% |
| Q1 2023 | $7,581,376 | -1.1% | 115,605 | -0.4% | 2.47% | -7.1% |
| Q4 2022 | $7,664,998 | +12.9% | 116,101 | +0.0% | 2.66% | -10.2% |
| Q3 2022 | $6,791,000 | -41.1% | 116,099 | -37.2% | 2.96% | -43.5% |
| Q2 2022 | $11,536,000 | – | 184,816 | – | 5.24% | – |
Download | ||||||
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% |