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 | $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 | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |