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 | $19,429 | +3.2% | 0 | -100.0% | 0.87% | +3.2% |
| Q2 2023 | $18,821 | -98.5% | 1,262,676 | +6349.8% | 0.84% | +43.0% |
| Q1 2023 | $1,283,885 | +113117.4% | 19,577 | +14.0% | 0.59% | +7.3% |
| Q4 2022 | $1,134 | -99.9% | 17,177 | -2.5% | 0.55% | +1.5% |
| Q3 2022 | $1,031,000 | -3.1% | 17,620 | +3.4% | 0.54% | +2.5% |
| Q2 2022 | $1,064,000 | -9.6% | 17,046 | +3.4% | 0.53% | +4.3% |
| Q1 2022 | $1,177,000 | -2.9% | 16,484 | -0.4% | 0.51% | +1.4% |
| Q4 2021 | $1,212,000 | +46.4% | 16,557 | +34.9% | 0.50% | +24.3% |
| Q3 2021 | $828,000 | +1.6% | 12,275 | +3.0% | 0.40% | +0.8% |
| Q2 2021 | $815,000 | +7.2% | 11,921 | +2.4% | 0.40% | +1.5% |
| Q1 2021 | $760,000 | +14.1% | 11,645 | +4.1% | 0.39% | +7.1% |
| Q4 2020 | $666,000 | +14.0% | 11,187 | 0.0% | 0.37% | -1.3% |
| Q3 2020 | $584,000 | +10.0% | 11,187 | +5.6% | 0.37% | +3.0% |
| Q2 2020 | $531,000 | – | 10,595 | – | 0.36% | – |
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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% |