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 | $3,084,309 | -11.7% | 47,848 | -8.0% | 2.00% | -11.7% |
| Q2 2023 | $3,491,065 | -1.0% | 52,036 | -3.2% | 2.26% | -8.5% |
| Q1 2023 | $3,524,757 | -3.7% | 53,747 | -3.0% | 2.47% | -18.8% |
| Q4 2022 | $3,658,979 | +0.2% | 55,422 | -11.2% | 3.04% | -17.9% |
| Q3 2022 | $3,651,000 | -18.4% | 62,406 | -12.9% | 3.71% | -11.8% |
| Q2 2022 | $4,474,000 | -34.5% | 71,670 | -25.1% | 4.20% | -19.6% |
| Q1 2022 | $6,832,000 | +5.8% | 95,705 | +8.5% | 5.23% | +7.6% |
| Q4 2021 | $6,460,000 | – | 88,222 | – | 4.86% | – |
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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% |