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 | $3,056,435 | -5.1% | 47,416 | -1.3% | 2.22% | -6.1% |
| Q2 2023 | $3,222,333 | -0.3% | 48,030 | -2.6% | 2.37% | -2.5% |
| Q1 2023 | $3,233,422 | -2.0% | 49,305 | -1.3% | 2.43% | -9.8% |
| Q4 2022 | $3,297,897 | +22.5% | 49,953 | +8.6% | 2.69% | +10.3% |
| Q3 2022 | $2,692,000 | +31.7% | 46,002 | +44.7% | 2.44% | +39.9% |
| Q2 2022 | $2,044,000 | -99.9% | 31,790 | +3.6% | 1.75% | -0.1% |
| Q1 2022 | $2,190,245,000 | +101866.7% | 30,680 | +0.1% | 1.75% | -5.4% |
| Q4 2021 | $2,148,000 | – | 30,658 | – | 1.85% | – |
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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% |