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 | $4,139 | -28.7% | 64,203 | -25.8% | 0.06% | -30.4% |
| Q2 2023 | $5,808 | +5.1% | 86,570 | +2.8% | 0.09% | -3.2% |
| Q1 2023 | $5,525 | -99.9% | 84,252 | -10.4% | 0.10% | -13.6% |
| Q4 2022 | $6,211,000 | -99.9% | 94,081 | -19.4% | 0.11% | -19.1% |
| Q3 2022 | $6,830,000,000 | +103150.2% | 116,731 | +10.2% | 0.14% | +6.2% |
| Q2 2022 | $6,615,000 | +8.7% | 105,969 | +24.3% | 0.13% | +19.6% |
| Q1 2022 | $6,086,000 | -99.8% | 85,243 | +106.2% | 0.11% | +101.9% |
| Q4 2021 | $3,027,000,000 | +94493.8% | 41,336 | -12.8% | 0.05% | -17.2% |
| Q3 2021 | $3,200,000 | +0.1% | 47,428 | +1.5% | 0.06% | -5.9% |
| Q2 2021 | $3,196,000 | +27.2% | 46,744 | +21.5% | 0.07% | +11.5% |
| Q1 2021 | $2,512,000 | +42.9% | 38,480 | +30.3% | 0.06% | +24.5% |
| Q4 2020 | $1,758,000 | +58.7% | 29,524 | +39.0% | 0.05% | +32.4% |
| Q3 2020 | $1,108,000 | +276.9% | 21,233 | +262.2% | 0.04% | +236.4% |
| Q2 2020 | $294,000 | – | 5,862 | – | 0.01% | – |
Download | ||||||
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% |