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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $235,083 | -98.8% | 3,504 | -98.9% | 0.00% | -99.2% |
| Q3 2022 | $18,822,000 | -1.2% | 321,685 | +5.5% | 0.25% | -1.2% |
| Q2 2022 | $19,041,000 | +60.0% | 305,050 | +83.0% | 0.25% | +88.0% |
| Q1 2022 | $11,897,000 | +4.5% | 166,653 | +7.2% | 0.13% | -5.0% |
| Q4 2021 | $11,385,000 | +14.9% | 155,486 | +5.9% | 0.14% | +2.9% |
| Q3 2021 | $9,910,000 | -25.9% | 146,852 | -24.9% | 0.14% | -27.7% |
| Q2 2021 | $13,376,000 | +39.9% | 195,647 | +33.6% | 0.19% | +28.8% |
| Q1 2021 | $9,561,000 | -5.0% | 146,468 | -13.4% | 0.15% | -12.0% |
| Q4 2020 | $10,068,000 | +36.3% | 169,120 | +19.5% | 0.17% | +19.4% |
| Q3 2020 | $7,384,000 | +7.2% | 141,488 | +2.9% | 0.14% | +7.8% |
| Q2 2020 | $6,890,000 | +2.8% | 137,506 | -9.1% | 0.13% | -24.1% |
| Q1 2020 | $6,700,000 | +35.5% | 151,353 | +84.0% | 0.17% | +63.5% |
| Q4 2019 | $4,944,000 | +89.8% | 82,243 | +79.1% | 0.10% | +76.3% |
| Q3 2019 | $2,605,000 | +0.6% | 45,924 | -0.4% | 0.06% | +7.3% |
| Q2 2019 | $2,590,000 | -1.0% | 46,127 | -3.5% | 0.06% | -11.3% |
| Q1 2019 | $2,616,000 | +6.1% | 47,785 | -4.5% | 0.06% | -6.1% |
| Q4 2018 | $2,465,000 | – | 50,012 | – | 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% |