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 2023 | $468 | -31.4% | 6,972 | -32.5% | 0.20% | -38.9% |
| Q4 2022 | $682 | -99.9% | 10,323 | +15.2% | 0.32% | +30.0% |
| Q3 2022 | $524,000 | -25.1% | 8,961 | -20.1% | 0.25% | -25.8% |
| Q2 2022 | $700,000 | -5.7% | 11,222 | +8.0% | 0.33% | +32.1% |
| Q1 2022 | $742,000 | +6.8% | 10,394 | +9.5% | 0.25% | +5.9% |
| Q4 2021 | $695,000 | +108.1% | 9,489 | +93.9% | 0.24% | +98.3% |
| Q3 2021 | $334,000 | -47.6% | 4,895 | -47.1% | 0.12% | -43.4% |
| Q2 2021 | $637,000 | +87.9% | 9,257 | +79.5% | 0.21% | +59.4% |
| Q1 2021 | $339,000 | +211.0% | 5,158 | +181.9% | 0.13% | +171.4% |
| Q4 2020 | $109,000 | – | 1,830 | – | 0.05% | – |
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% |