SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,725,602 | -4.6% | 26,770 | -0.7% | 0.06% | +12.2% |
| Q2 2023 | $1,809,426 | +11.6% | 26,970 | +9.0% | 0.05% | +14.0% |
| Q1 2023 | $1,622,064 | +584.4% | 24,734 | +510.9% | 0.04% | +26.5% |
| Q3 2022 | $237,000 | -95.0% | 4,049 | -94.9% | 0.03% | -52.1% |
| Q4 2020 | $4,771,000 | +453.5% | 80,151 | +385.1% | 0.07% | +343.8% |
| Q3 2020 | $862,000 | +2.4% | 16,523 | -1.7% | 0.02% | -5.9% |
| Q2 2020 | $842,000 | -58.9% | 16,806 | -55.1% | 0.02% | -86.2% |
| Q1 2019 | $2,051,000 | +46.4% | 37,468 | +31.9% | 0.12% | -32.0% |
| Q4 2018 | $1,401,000 | -59.3% | 28,406 | -64.9% | 0.18% | -55.5% |
| Q4 2015 | $3,439,000 | +110.3% | 81,041 | +118.5% | 0.41% | -79.0% |
| Q4 2014 | $1,635,000 | – | 37,083 | – | 1.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |