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 | $453,154 | +12.9% | 7,030 | +17.5% | 0.01% | +16.7% |
| Q2 2023 | $401,534 | +6.0% | 5,985 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $378,659 | -0.6% | 5,774 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $381,000 | +14.8% | 5,774 | +1.7% | 0.01% | +16.7% |
| Q3 2022 | $332,000 | -6.2% | 5,675 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $354,000 | -8.5% | 5,675 | +4.6% | 0.01% | 0.0% |
| Q1 2022 | $387,000 | -2.5% | 5,425 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $397,000 | +8.5% | 5,425 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $366,000 | +12.6% | 5,425 | +14.2% | 0.01% | +20.0% |
| Q2 2021 | $325,000 | +13.2% | 4,750 | +8.0% | 0.01% | 0.0% |
| Q1 2021 | $287,000 | – | 4,400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |