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 | $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 | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |