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 | $2,663,905 | -2.7% | 41,326 | +1.3% | 0.00% | -20.0% |
| Q2 2023 | $2,736,885 | -11.1% | 40,794 | -13.1% | 0.01% | 0.0% |
| Q1 2023 | $3,078,595 | +5.6% | 46,944 | +6.4% | 0.01% | 0.0% |
| Q4 2022 | $2,914,198 | +3.8% | 44,141 | -8.0% | 0.01% | 0.0% |
| Q3 2022 | $2,808,000 | -10.7% | 47,982 | -4.7% | 0.01% | -16.7% |
| Q2 2022 | $3,144,000 | -6.4% | 50,367 | +7.0% | 0.01% | +20.0% |
| Q1 2022 | $3,359,000 | +40.1% | 47,050 | +43.7% | 0.01% | +25.0% |
| Q4 2021 | $2,397,000 | +31.3% | 32,734 | +21.0% | 0.00% | +33.3% |
| Q3 2021 | $1,826,000 | +3.8% | 27,062 | +5.2% | 0.00% | 0.0% |
| Q2 2021 | $1,759,000 | +33.3% | 25,735 | +27.2% | 0.00% | +50.0% |
| Q1 2021 | $1,320,000 | +4.9% | 20,226 | -4.3% | 0.00% | 0.0% |
| Q4 2020 | $1,258,000 | +58.4% | 21,137 | +38.9% | 0.00% | 0.0% |
| Q3 2020 | $794,000 | +0.8% | 15,213 | -3.3% | 0.00% | 0.0% |
| Q2 2020 | $788,000 | -4.4% | 15,738 | -15.4% | 0.00% | 0.0% |
| Q1 2020 | $824,000 | -29.1% | 18,612 | -3.7% | 0.00% | 0.0% |
| Q4 2019 | $1,162,000 | – | 19,330 | – | 0.00% | – |
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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% |