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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,131,634 | +106.2% | 17,256 | +107.6% | 0.08% | +97.4% |
| Q4 2022 | $548,802 | -79.8% | 8,313 | -86.4% | 0.04% | -90.9% |
| Q1 2020 | $2,715,000 | -12.9% | 61,333 | +18.3% | 0.43% | +4.6% |
| Q4 2019 | $3,118,000 | +0.2% | 51,860 | -5.5% | 0.41% | -12.4% |
| Q3 2019 | $3,113,000 | +211.6% | 54,881 | +208.4% | 0.47% | +197.5% |
| Q2 2019 | $999,000 | -52.5% | 17,794 | -53.7% | 0.16% | -67.0% |
| Q1 2019 | $2,105,000 | +6.2% | 38,463 | -4.4% | 0.48% | -16.6% |
| Q4 2018 | $1,983,000 | -28.9% | 40,224 | -19.1% | 0.57% | -21.7% |
| Q3 2018 | $2,789,000 | +35.3% | 49,735 | +28.1% | 0.73% | +26.6% |
| Q2 2018 | $2,062,000 | -36.4% | 38,825 | -37.8% | 0.58% | +6.3% |
| Q1 2018 | $3,241,000 | +239.4% | 62,370 | +257.0% | 0.54% | +83.7% |
| Q4 2017 | $955,000 | +8.5% | 17,472 | +2.9% | 0.30% | +1.4% |
| Q3 2017 | $880,000 | +10.3% | 16,985 | +6.8% | 0.29% | +7.0% |
| Q2 2017 | $798,000 | -6.4% | 15,899 | -7.4% | 0.27% | -13.7% |
| Q1 2017 | $853,000 | – | 17,176 | – | 0.32% | – |
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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% |