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 | $1,759,629 | +0.3% | 27,298 | +4.4% | 1.27% | -14.1% |
| Q2 2023 | $1,754,336 | -6.0% | 26,149 | -8.1% | 1.48% | -10.0% |
| Q1 2023 | $1,866,866 | -10.5% | 28,467 | -9.9% | 1.64% | -17.4% |
| Q4 2022 | $2,086,000 | +19.4% | 31,603 | +5.8% | 1.98% | +3.9% |
| Q3 2022 | $1,747,000 | +3.5% | 29,858 | +10.4% | 1.91% | +12.8% |
| Q2 2022 | $1,688,000 | +191.0% | 27,049 | +233.0% | 1.69% | +189.1% |
| Q1 2022 | $580,000 | +7.6% | 8,122 | +10.4% | 0.58% | +12.9% |
| Q4 2021 | $539,000 | – | 7,357 | – | 0.52% | – |
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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% |