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 | $374,577 | -6.9% | 5,811 | -3.1% | 0.28% | -4.4% |
| Q2 2023 | $402,272 | -3.4% | 5,996 | -5.6% | 0.30% | +0.3% |
| Q1 2023 | $416,499 | +17.8% | 6,351 | +18.6% | 0.30% | +8.0% |
| Q4 2022 | $353,471 | +18.2% | 5,354 | +4.9% | 0.27% | +11.4% |
| Q3 2022 | $299,000 | -24.3% | 5,104 | -19.3% | 0.25% | -24.3% |
| Q2 2022 | $395,000 | -21.3% | 6,324 | -10.0% | 0.32% | -5.2% |
| Q1 2022 | $502,000 | +8.7% | 7,030 | +11.3% | 0.34% | +2.4% |
| Q4 2021 | $462,000 | +10.5% | 6,315 | +2.0% | 0.34% | +8.1% |
| Q3 2021 | $418,000 | -3.2% | 6,189 | -2.0% | 0.31% | -3.1% |
| Q2 2021 | $432,000 | -1.4% | 6,314 | -5.8% | 0.32% | -6.2% |
| Q1 2021 | $438,000 | +84.8% | 6,704 | +72.4% | 0.34% | +84.3% |
| Q4 2020 | $237,000 | – | 3,889 | – | 0.18% | – |
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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% |