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 | $9,347,629 | +49.1% | 145,014 | +55.2% | 0.14% | +51.1% |
| Q2 2023 | $6,268,688 | +1.6% | 93,437 | -0.7% | 0.09% | -5.2% |
| Q1 2023 | $6,171,144 | -2.0% | 94,101 | -1.4% | 0.10% | -8.5% |
| Q4 2022 | $6,299,364 | +12.4% | 95,416 | -0.4% | 0.11% | +1.0% |
| Q3 2022 | $5,605,000 | -8.3% | 95,803 | -2.2% | 0.10% | -10.3% |
| Q2 2022 | $6,115,000 | -12.3% | 97,971 | +0.3% | 0.12% | -0.8% |
| Q1 2022 | $6,973,000 | -3.5% | 97,672 | -1.0% | 0.12% | +1.7% |
| Q4 2021 | $7,227,000 | +4.7% | 98,704 | -3.5% | 0.12% | -12.8% |
| Q3 2021 | $6,903,000 | -4.0% | 102,293 | -2.8% | 0.13% | -7.0% |
| Q2 2021 | $7,194,000 | +2910.0% | 105,224 | +2771.8% | 0.14% | +2760.0% |
| Q1 2021 | $239,000 | – | 3,664 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |