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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $211,000 | -2.8% | 2,961 | 0.0% | 0.15% | +0.7% |
| Q4 2021 | $217,000 | -15.2% | 2,961 | -24.3% | 0.15% | -31.5% |
| Q1 2021 | $256,000 | +9.9% | 3,914 | 0.0% | 0.21% | +3.4% |
| Q4 2020 | $233,000 | +14.2% | 3,914 | 0.0% | 0.21% | 0.0% |
| Q3 2020 | $204,000 | -82.6% | 3,914 | -85.2% | 0.21% | -34.2% |
| Q1 2020 | $1,175,000 | +268.3% | 26,495 | +400.0% | 0.31% | -3.4% |
| Q4 2019 | $319,000 | +48.4% | 5,299 | +39.6% | 0.32% | +29.6% |
| Q3 2019 | $215,000 | +0.9% | 3,796 | 0.0% | 0.25% | -0.4% |
| Q2 2019 | $213,000 | +2.4% | 3,796 | 0.0% | 0.25% | -3.8% |
| Q1 2019 | $208,000 | -1.4% | 3,796 | -9.7% | 0.26% | +5.7% |
| Q2 2017 | $211,000 | +1.0% | 4,203 | 0.0% | 0.25% | -1.2% |
| Q1 2017 | $209,000 | -79.3% | 4,203 | -80.0% | 0.25% | +1.2% |
| Q4 2016 | $1,010,000 | – | 21,015 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |