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 | $10 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $10 | 0.0% | 150 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $10 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $10 | -100.0% | 150 | -66.7% | 0.01% | -61.5% |
| Q3 2022 | $26,000 | -7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -12.5% | 450 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $32,000 | -71.7% | 450 | -71.0% | 0.01% | -70.0% |
| Q4 2021 | $113,000 | -18.1% | 1,550 | -24.4% | 0.04% | -20.0% |
| Q3 2021 | $138,000 | -15.9% | 2,050 | -14.6% | 0.05% | -16.7% |
| Q2 2021 | $164,000 | +4.5% | 2,400 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $157,000 | -24.9% | 2,400 | -31.7% | 0.06% | -25.0% |
| Q4 2020 | $209,000 | +7.7% | 3,515 | -5.4% | 0.08% | 0.0% |
| Q3 2020 | $194,000 | +13.5% | 3,715 | +8.8% | 0.08% | +8.1% |
| Q2 2020 | $171,000 | – | 3,415 | – | 0.07% | – |
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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% |