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 | $1,735,952 | +2.0% | 25,875 | -0.3% | 0.17% | -0.6% |
Q1 2023 | $1,701,799 | -1.3% | 25,950 | -0.6% | 0.18% | -6.4% |
Q4 2022 | $1,723,916 | +2.1% | 26,112 | -9.5% | 0.19% | -7.4% |
Q3 2022 | $1,689,000 | -37.0% | 28,859 | -32.8% | 0.20% | -34.2% |
Q2 2022 | $2,680,000 | -17.5% | 42,933 | -5.7% | 0.31% | -11.8% |
Q1 2022 | $3,250,000 | -4.7% | 45,526 | -2.2% | 0.35% | -2.2% |
Q4 2021 | $3,410,000 | +3.0% | 46,571 | -5.1% | 0.36% | -5.1% |
Q3 2021 | $3,310,000 | +1.4% | 49,053 | +2.8% | 0.38% | -3.1% |
Q2 2021 | $3,263,000 | -22.3% | 47,732 | -25.8% | 0.39% | -28.3% |
Q1 2021 | $4,201,000 | +1.2% | 64,359 | -7.7% | 0.54% | -7.5% |
Q4 2020 | $4,152,000 | +10.3% | 69,743 | -3.3% | 0.58% | -2.0% |
Q3 2020 | $3,765,000 | -26.5% | 72,146 | -29.4% | 0.60% | -32.0% |
Q2 2020 | $5,122,000 | -4.7% | 102,214 | -15.8% | 0.88% | -20.3% |
Q1 2020 | $5,374,000 | -4.6% | 121,394 | +29.6% | 1.10% | +9.8% |
Q4 2019 | $5,633,000 | – | 93,690 | – | 1.00% | – |
Download |
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% |