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 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2023 | $4 | -82.6% | 66 | -81.1% | 0.00% | – |
| Q1 2023 | $23 | -46.5% | 350 | -46.3% | 0.00% | – |
| Q4 2022 | $43 | -99.9% | 652 | 0.0% | 0.00% | – |
| Q3 2022 | $38,000 | -61.2% | 652 | -58.4% | 0.00% | -100.0% |
| Q2 2022 | $98,000 | -32.4% | 1,568 | -22.6% | 0.00% | 0.0% |
| Q1 2022 | $145,000 | -2.0% | 2,027 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $148,000 | -47.3% | 2,027 | -62.4% | 0.00% | -50.0% |
| Q3 2021 | $281,000 | +51.1% | 5,392 | +98.1% | 0.00% | +100.0% |
| Q2 2021 | $186,000 | -42.1% | 2,722 | -49.5% | 0.00% | -50.0% |
| Q1 2021 | $321,000 | 0.0% | 5,392 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $321,000 | +14.2% | 5,392 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $281,000 | -11.1% | 5,392 | -14.4% | 0.00% | -33.3% |
| Q2 2020 | $316,000 | -26.7% | 6,297 | -35.3% | 0.00% | -25.0% |
| Q1 2020 | $431,000 | +159.6% | 9,730 | +253.4% | 0.00% | +300.0% |
| Q4 2019 | $166,000 | +7.1% | 2,753 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $155,000 | +47.6% | 2,736 | +46.6% | 0.00% | 0.0% |
| Q2 2019 | $105,000 | +28.0% | 1,866 | +24.6% | 0.00% | 0.0% |
| Q1 2019 | $82,000 | +26.2% | 1,498 | +13.9% | 0.00% | 0.0% |
| Q4 2018 | $65,000 | -18.8% | 1,315 | -7.8% | 0.00% | 0.0% |
| Q3 2018 | $80,000 | +27.0% | 1,427 | +20.2% | 0.00% | 0.0% |
| Q2 2018 | $63,000 | +117.2% | 1,187 | +114.3% | 0.00% | – |
| Q1 2018 | $29,000 | +7.4% | 554 | +12.4% | 0.00% | – |
| Q4 2017 | $27,000 | +80.0% | 493 | +71.8% | 0.00% | – |
| Q3 2017 | $15,000 | +7.1% | 287 | +0.7% | 0.00% | – |
| Q2 2017 | $14,000 | -81.1% | 285 | -80.9% | 0.00% | -100.0% |
| Q1 2017 | $74,000 | +32.1% | 1,490 | +27.0% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | +300.0% | 1,173 | +293.6% | 0.00% | – |
| Q3 2016 | $14,000 | +100.0% | 298 | +96.1% | 0.00% | – |
| Q2 2016 | $7,000 | – | 152 | – | 0.00% | – |
Download | ||||||
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% |