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 | $527,462 | -0.6% | 7,862 | -2.8% | 0.37% | -7.2% |
| Q1 2023 | $530,411 | -90.7% | 8,088 | -90.7% | 0.40% | -93.1% |
| Q4 2022 | $5,721,095 | +12.8% | 86,657 | -0.1% | 5.80% | +38.6% |
| Q3 2022 | $5,074,000 | +17.8% | 86,713 | +13.0% | 4.18% | -29.9% |
| Q2 2019 | $4,308,000 | +6.8% | 76,729 | +4.1% | 5.96% | -1.1% |
| Q1 2019 | $4,034,000 | +209.8% | 73,698 | +179.0% | 6.03% | +204.0% |
| Q4 2018 | $1,302,000 | – | 26,411 | – | 1.98% | – |
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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% |