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 | $51,890 | -3.9% | 805 | 0.0% | 0.03% | +7.1% |
Q2 2023 | $54,007 | +2.3% | 805 | 0.0% | 0.03% | -3.4% |
Q1 2023 | $52,792 | +99507.5% | 805 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $53 | -99.9% | 805 | +5.9% | 0.03% | +7.4% |
Q3 2022 | $44,000 | +37.5% | 760 | +49.0% | 0.03% | +50.0% |
Q2 2022 | $32,000 | +28.0% | 510 | +45.7% | 0.02% | +38.5% |
Q1 2022 | $25,000 | -3.8% | 350 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $26,000 | +8.3% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $24,000 | -33.3% | 350 | -33.2% | 0.01% | -31.6% |
Q2 2021 | $36,000 | +5.9% | 524 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $34,000 | +61.9% | 524 | +49.7% | 0.02% | +58.3% |
Q4 2020 | $21,000 | +16.7% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $18,000 | 0.0% | 350 | 0.0% | 0.01% | -7.7% |
Q2 2020 | $18,000 | +20.0% | 350 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $15,000 | – | 350 | – | 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% |