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 | $5,301,244 | +2.5% | 82,241 | +6.7% | 5.07% | -0.3% |
| Q2 2023 | $5,170,413 | +5.7% | 77,067 | +3.3% | 5.08% | -5.8% |
| Q1 2023 | $4,892,585 | -12.3% | 74,605 | -11.7% | 5.39% | -19.4% |
| Q4 2022 | $5,577,814 | +159.2% | 84,487 | +129.7% | 6.70% | +166.0% |
| Q3 2022 | $2,152,000 | +47.3% | 36,778 | +57.1% | 2.52% | +80.2% |
| Q2 2022 | $1,461,000 | -23.1% | 23,405 | -12.0% | 1.40% | -5.2% |
| Q1 2022 | $1,900,000 | +46.3% | 26,611 | +50.0% | 1.47% | +64.5% |
| Q4 2021 | $1,299,000 | – | 17,740 | – | 0.90% | – |
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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% |