SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,780,498 | -0.1% | 58,649 | +4.0% | 4.32% | +3.5% |
| Q2 2023 | $3,784,825 | +3.9% | 56,414 | +1.5% | 4.18% | -0.8% |
| Q1 2023 | $3,643,180 | +8.3% | 55,553 | +9.1% | 4.21% | +2.0% |
| Q4 2022 | $3,362,645 | +9.4% | 50,934 | -3.0% | 4.13% | -0.5% |
| Q3 2022 | $3,073,000 | -2.7% | 52,514 | +3.8% | 4.15% | +1.6% |
| Q2 2022 | $3,157,000 | -11.6% | 50,576 | +1.1% | 4.08% | +2.2% |
| Q1 2022 | $3,571,000 | +3.2% | 50,014 | +5.8% | 3.99% | +5.0% |
| Q4 2021 | $3,461,000 | – | 47,274 | – | 3.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |