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 | $663 | -4.2% | 10,281 | -0.4% | 0.09% | +2.2% |
| Q2 2023 | $692 | +0.4% | 10,320 | -1.7% | 0.09% | -5.3% |
| Q1 2023 | $689 | -99.9% | 10,501 | +7.4% | 0.09% | +9.3% |
| Q4 2021 | $716,000 | -32.1% | 9,781 | -37.4% | 0.09% | -43.4% |
| Q3 2021 | $1,055,000 | +24.1% | 15,637 | +25.7% | 0.15% | +20.6% |
| Q2 2021 | $850,000 | +6.2% | 12,437 | +1.5% | 0.13% | -12.5% |
| Q1 2021 | $800,000 | +15.9% | 12,249 | +5.7% | 0.14% | -5.3% |
| Q4 2020 | $690,000 | +13.9% | 11,586 | -0.3% | 0.15% | -22.1% |
| Q3 2020 | $606,000 | -0.8% | 11,618 | -4.7% | 0.20% | -15.9% |
| Q2 2020 | $611,000 | +69.3% | 12,186 | +49.4% | 0.23% | +20.8% |
| Q1 2020 | $361,000 | -18.7% | 8,158 | +10.5% | 0.19% | +6.1% |
| Q4 2019 | $444,000 | +28.0% | 7,385 | +20.7% | 0.18% | -16.6% |
| Q3 2019 | $347,000 | +0.6% | 6,116 | +0.2% | 0.22% | -2.3% |
| Q2 2019 | $345,000 | +0.9% | 6,106 | -2.3% | 0.22% | -14.6% |
| Q1 2019 | $342,000 | +14.0% | 6,249 | +2.6% | 0.26% | -10.0% |
| Q4 2018 | $300,000 | -10.4% | 6,088 | +2.0% | 0.29% | +16.1% |
| Q3 2018 | $335,000 | +13.6% | 5,969 | +7.4% | 0.25% | -2.0% |
| Q2 2018 | $295,000 | – | 5,556 | – | 0.25% | – |
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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% |