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 | $3,024,180 | +24.1% | 46,916 | +29.1% | 2.94% | +9.9% |
| Q2 2023 | $2,437,313 | -25.7% | 36,329 | -27.4% | 2.68% | -14.5% |
| Q1 2023 | $3,279,879 | -1.1% | 50,013 | -0.5% | 3.13% | -7.8% |
| Q4 2022 | $3,317,992 | +18.6% | 50,257 | +5.1% | 3.40% | +4.4% |
| Q3 2022 | $2,798,000 | -8.1% | 47,822 | -2.0% | 3.26% | -1.3% |
| Q2 2022 | $3,046,000 | -7.8% | 48,806 | +5.5% | 3.30% | +1.9% |
| Q1 2022 | $3,304,000 | +4.4% | 46,275 | +7.1% | 3.24% | +7.4% |
| Q4 2021 | $3,165,000 | – | 43,224 | – | 3.02% | – |
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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% |