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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $105,000 | -13.2% | 1,690 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $121,000 | -2.4% | 1,690 | 0.0% | 0.06% | -13.9% |
| Q4 2021 | $124,000 | -22.5% | 1,690 | -28.6% | 0.07% | -1.4% |
| Q3 2021 | $160,000 | -1.2% | 2,366 | 0.0% | 0.07% | +2.8% |
| Q2 2021 | $162,000 | +5.2% | 2,366 | 0.0% | 0.07% | +7.6% |
| Q1 2021 | $154,000 | +9.2% | 2,366 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $141,000 | +11.9% | 2,366 | -1.6% | 0.07% | -10.8% |
| Q3 2020 | $126,000 | +4.1% | 2,405 | 0.0% | 0.07% | -2.6% |
| Q2 2020 | $121,000 | -35.6% | 2,405 | -43.3% | 0.08% | -44.1% |
| Q1 2020 | $188,000 | -91.2% | 4,245 | -88.0% | 0.14% | -86.7% |
| Q4 2019 | $2,129,000 | +8.1% | 35,415 | +2.0% | 1.02% | -6.8% |
| Q3 2019 | $1,969,000 | +69.4% | 34,706 | +67.7% | 1.09% | +61.4% |
| Q2 2019 | $1,162,000 | +7.9% | 20,694 | +5.2% | 0.68% | +2.4% |
| Q1 2019 | $1,077,000 | +13.7% | 19,668 | +2.4% | 0.66% | -3.9% |
| Q4 2018 | $947,000 | -14.5% | 19,209 | -2.7% | 0.69% | -5.0% |
| Q3 2018 | $1,107,000 | +21.2% | 19,746 | +14.9% | 0.72% | +6.5% |
| Q2 2018 | $913,000 | +19.3% | 17,187 | +18.6% | 0.68% | +16.6% |
| Q1 2018 | $765,000 | -1.4% | 14,487 | +2.1% | 0.58% | +2.1% |
| Q4 2017 | $776,000 | +7.5% | 14,187 | +1.9% | 0.57% | -1.2% |
| Q3 2017 | $722,000 | +12.6% | 13,927 | +9.1% | 0.58% | +9.1% |
| Q2 2017 | $641,000 | +10.5% | 12,767 | +9.4% | 0.53% | +6.0% |
| Q1 2017 | $580,000 | – | 11,667 | – | 0.50% | – |
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% |