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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,709 | -6.5% | 4,029 | -2.7% | 0.08% | -2.5% |
| Q2 2023 | $277,686 | +2.3% | 4,139 | 0.0% | 0.08% | -4.8% |
| Q1 2023 | $271,436 | -2.6% | 4,139 | -2.0% | 0.08% | -3.4% |
| Q4 2022 | $278,802 | +18.6% | 4,223 | +5.0% | 0.09% | -1.1% |
| Q3 2022 | $235,000 | +2.6% | 4,022 | +9.5% | 0.09% | +7.3% |
| Q2 2022 | $229,000 | -10.5% | 3,674 | +2.3% | 0.08% | -1.2% |
| Q1 2022 | $256,000 | -2.7% | 3,591 | +0.1% | 0.08% | -7.8% |
| Q4 2021 | $263,000 | +24.6% | 3,586 | +14.5% | 0.09% | +12.5% |
| Q3 2021 | $211,000 | -0.9% | 3,133 | +0.5% | 0.08% | 0.0% |
| Q2 2021 | $213,000 | – | 3,118 | – | 0.08% | – |
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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% |