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 | $2,033,452 | -3.2% | 31,862 | +1.8% | 0.36% | +0.3% |
| Q2 2023 | $2,100,206 | +13.1% | 31,304 | +10.5% | 0.36% | +6.5% |
| Q1 2023 | $1,857,377 | -18.9% | 28,322 | -27.6% | 0.34% | -35.8% |
| Q3 2022 | $2,290,000 | -5.3% | 39,145 | +1.0% | 0.52% | +6.9% |
| Q2 2022 | $2,419,000 | -25.5% | 38,756 | -14.8% | 0.49% | -20.0% |
| Q1 2022 | $3,248,000 | -0.2% | 45,491 | +2.3% | 0.61% | +52.0% |
| Q4 2021 | $3,255,000 | +7.6% | 44,458 | -0.8% | 0.40% | -33.4% |
| Q3 2021 | $3,026,000 | -3.4% | 44,837 | -2.1% | 0.61% | -3.3% |
| Q2 2021 | $3,131,000 | +1.4% | 45,796 | -3.2% | 0.63% | -7.4% |
| Q1 2021 | $3,088,000 | +34.5% | 47,300 | +22.6% | 0.68% | +22.4% |
| Q4 2020 | $2,296,000 | +59.2% | 38,572 | +44.8% | 0.55% | +53.0% |
| Q3 2020 | $1,442,000 | -1.3% | 26,644 | -8.6% | 0.36% | -6.5% |
| Q2 2020 | $1,461,000 | -16.9% | 29,155 | -26.6% | 0.39% | -28.5% |
| Q1 2020 | $1,758,000 | -59.8% | 39,716 | -45.4% | 0.54% | -53.2% |
| Q4 2019 | $4,373,000 | +35.8% | 72,744 | +24.5% | 1.16% | +16.1% |
| Q3 2019 | $3,219,000 | -46.0% | 58,418 | -45.0% | 1.00% | -48.3% |
| Q2 2019 | $5,966,000 | -2.2% | 106,266 | -4.6% | 1.93% | -4.5% |
| Q1 2019 | $6,099,000 | +1.6% | 111,421 | -2.8% | 2.02% | -5.0% |
| Q4 2018 | $6,002,000 | +4.4% | 114,682 | +11.9% | 2.12% | +11.0% |
| Q3 2018 | $5,749,000 | +2.1% | 102,515 | -3.2% | 1.91% | -8.1% |
| Q2 2018 | $5,628,000 | +59.6% | 105,957 | +58.8% | 2.08% | +52.0% |
| Q1 2018 | $3,526,000 | +2.4% | 66,726 | +5.9% | 1.37% | -8.3% |
| Q4 2017 | $3,445,000 | – | 63,016 | – | 1.49% | – |
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% |