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 | $41,061 | -3.9% | 637 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $42,736 | +2.3% | 637 | 0.0% | 0.03% | +8.3% |
| Q1 2023 | $41,774 | +1.4% | 637 | +2.1% | 0.02% | -4.0% |
| Q4 2022 | $41,196 | -60.8% | 624 | -65.3% | 0.02% | -65.3% |
| Q3 2022 | $105,000 | +138.6% | 1,799 | +154.1% | 0.07% | +148.3% |
| Q2 2022 | $44,000 | -13.7% | 708 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $51,000 | -1.9% | 708 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $52,000 | +8.3% | 708 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $48,000 | 0.0% | 708 | 0.0% | 0.03% | +3.4% |
| Q2 2021 | $48,000 | +4.3% | 708 | 0.0% | 0.03% | -3.3% |
| Q1 2021 | $46,000 | +283.3% | 708 | +240.4% | 0.03% | +275.0% |
| Q4 2020 | $12,000 | +100.0% | 208 | +67.7% | 0.01% | +60.0% |
| Q3 2020 | $6,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 124 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 124 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $6,000 | -14.3% | 124 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $7,000 | +16.7% | 124 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $6,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $6,000 | 0.0% | 124 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $6,000 | – | 124 | – | 0.01% | – |
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% |