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 | – | 500 | +25.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 400 | -50.0% | 0.00% | -100.0% |
| Q3 2022 | $40,000 | – | 800 | +33.3% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 600 | -25.0% | 0.00% | – |
| Q4 2021 | $1,000 | – | 800 | +300.0% | 0.00% | – |
| Q3 2021 | $0 | – | 200 | -71.4% | 0.00% | – |
| Q2 2021 | $0 | – | 700 | -63.2% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1,900 | +0.1% | 0.00% | -100.0% |
| Q4 2020 | $113,000 | +2160.0% | 1,899 | +535.1% | 0.01% | – |
| Q3 2020 | $5,000 | -73.7% | 299 | -66.7% | 0.00% | -100.0% |
| Q2 2020 | $19,000 | -51.3% | 899 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $39,000 | – | 899 | +799.0% | 0.00% | – |
| Q3 2019 | $0 | – | 100 | -66.7% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 300 | -77.7% | 0.00% | -100.0% |
| Q3 2017 | $54,000 | +980.0% | 1,343 | -45.0% | 0.00% | – |
| Q2 2017 | $5,000 | -97.9% | 2,443 | -65.5% | 0.00% | -100.0% |
| Q1 2017 | $234,000 | +2825.0% | 7,073 | -11.6% | 0.01% | – |
| Q4 2016 | $8,000 | – | 8,000 | +175.9% | 0.00% | – |
| Q3 2016 | $0 | -100.0% | 2,900 | +6.9% | 0.00% | -100.0% |
| Q2 2016 | $20,000 | +17.6% | 2,712 | +558.3% | 0.00% | 0.0% |
| Q1 2016 | $17,000 | -83.3% | 412 | -86.8% | 0.00% | -83.3% |
| Q4 2015 | $102,000 | – | 3,112 | – | 0.01% | – |
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% |