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 | $8,405,769 | -6.4% | 130,403 | -2.6% | 1.72% | -8.1% |
| Q2 2023 | $8,979,984 | +0.2% | 133,850 | -2.1% | 1.87% | -5.5% |
| Q1 2023 | $8,962,958 | -3.9% | 136,672 | -3.2% | 1.98% | -14.4% |
| Q4 2022 | $9,324,352 | +35.4% | 141,235 | +20.0% | 2.31% | +18.1% |
| Q3 2022 | $6,886,000 | +3.4% | 117,683 | +10.3% | 1.96% | +1.5% |
| Q2 2022 | $6,660,000 | -8.0% | 106,703 | +5.2% | 1.93% | -1.5% |
| Q1 2022 | $7,243,000 | -11.3% | 101,457 | -32.0% | 1.96% | -61.2% |
| Q4 2021 | $8,165,000 | +4.7% | 149,156 | +29.1% | 5.04% | +78.3% |
| Q3 2021 | $7,798,000 | +6.0% | 115,567 | +7.4% | 2.83% | -1.9% |
| Q2 2021 | $7,355,000 | -7.7% | 107,570 | -11.9% | 2.88% | -14.6% |
| Q1 2021 | $7,967,000 | -0.6% | 122,040 | -9.3% | 3.38% | -8.7% |
| Q4 2020 | $8,012,000 | +6.1% | 134,581 | -7.0% | 3.70% | -5.5% |
| Q3 2020 | $7,550,000 | +0.3% | 144,656 | -3.7% | 3.92% | -6.0% |
| Q2 2020 | $7,526,000 | +14.0% | 150,180 | +0.7% | 4.17% | -2.9% |
| Q1 2020 | $6,602,000 | -33.5% | 149,119 | -9.8% | 4.29% | -19.0% |
| Q4 2019 | $9,935,000 | +6.7% | 165,250 | +0.7% | 5.30% | +0.2% |
| Q3 2019 | $9,308,000 | +4.7% | 164,072 | +3.6% | 5.29% | +0.7% |
| Q2 2019 | $8,890,000 | +8.9% | 158,349 | +6.2% | 5.25% | +4.1% |
| Q1 2019 | $8,165,000 | +21.9% | 149,156 | +9.7% | 5.04% | +8.8% |
| Q4 2018 | $6,700,000 | – | 135,934 | – | 4.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |