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 | $249,438 | -12.7% | 3,869 | -9.1% | 0.01% | -16.7% |
| Q2 2023 | $285,678 | +11.0% | 4,258 | +8.5% | 0.01% | +20.0% |
| Q1 2023 | $257,474 | -23.4% | 3,926 | -22.9% | 0.01% | -37.5% |
| Q4 2022 | $336,193 | +44.9% | 5,092 | +28.6% | 0.01% | +33.3% |
| Q3 2022 | $232,000 | +0.9% | 3,959 | +7.7% | 0.01% | +20.0% |
| Q2 2022 | $230,000 | -62.5% | 3,675 | -57.2% | 0.01% | -61.5% |
| Q1 2022 | $613,000 | +0.2% | 8,585 | +2.8% | 0.01% | +8.3% |
| Q4 2021 | $612,000 | +11.5% | 8,355 | +2.7% | 0.01% | 0.0% |
| Q3 2021 | $549,000 | +173.1% | 8,137 | +176.7% | 0.01% | +200.0% |
| Q2 2021 | $201,000 | -36.4% | 2,941 | -54.1% | 0.00% | -73.3% |
| Q4 2018 | $316,000 | -25.6% | 6,408 | -15.4% | 0.02% | +7.1% |
| Q3 2018 | $425,000 | +6.0% | 7,577 | +0.3% | 0.01% | -6.7% |
| Q2 2018 | $401,000 | +3.4% | 7,553 | +2.9% | 0.02% | +7.1% |
| Q1 2018 | $388,000 | – | 7,339 | – | 0.01% | – |
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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% |