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 | $4,061 | -3.3% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,199 | +2.9% | 63 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $4,080 | -0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,082 | +2.0% | 62 | +1.6% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 61 | -10.3% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | +25.0% | 68 | +11.5% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | -92.2% | 61 | -91.9% | 0.00% | -85.7% |
| Q3 2021 | $51,000 | -1.9% | 756 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $52,000 | +1200.0% | 756 | +1139.3% | 0.01% | +600.0% |
| Q4 2020 | $4,000 | +33.3% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | +33.3% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | – | 61 | – | 0.00% | – |
Download | ||||||
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% |