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 | $4,297,635 | +6.7% | 66,671 | +11.0% | 0.05% | +4.3% |
| Q2 2023 | $4,029,299 | +6.9% | 60,058 | +4.5% | 0.05% | 0.0% |
| Q1 2023 | $3,768,345 | +4.2% | 57,462 | +4.9% | 0.05% | -4.2% |
| Q4 2022 | $3,615,779 | -9.6% | 54,768 | -19.9% | 0.05% | -21.3% |
| Q3 2022 | $3,999,000 | -4.4% | 68,340 | +1.9% | 0.06% | -3.2% |
| Q2 2022 | $4,185,000 | -24.7% | 67,043 | -13.8% | 0.06% | -17.1% |
| Q1 2022 | $5,557,000 | +2.7% | 77,740 | +5.2% | 0.08% | -7.3% |
| Q4 2021 | $5,412,000 | +220.4% | 73,920 | +195.0% | 0.08% | +192.9% |
| Q3 2021 | $1,689,000 | +4.8% | 25,061 | +6.3% | 0.03% | -3.4% |
| Q2 2021 | $1,612,000 | +0.3% | 23,577 | -4.4% | 0.03% | -17.1% |
| Q1 2021 | $1,607,000 | +282.6% | 24,651 | +249.9% | 0.04% | +250.0% |
| Q4 2020 | $420,000 | -41.0% | 7,045 | -48.6% | 0.01% | -9.1% |
| Q3 2020 | $712,000 | +96.1% | 13,695 | +89.4% | 0.01% | +10.0% |
| Q2 2020 | $363,000 | +5.8% | 7,230 | -6.8% | 0.01% | 0.0% |
| Q1 2020 | $343,000 | – | 7,756 | – | 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% |