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 | $6,595,035 | -3.3% | 102,312 | +0.7% | 1.83% | -5.5% |
| Q2 2023 | $6,819,031 | +4.0% | 101,640 | +1.6% | 1.93% | -8.6% |
| Q1 2023 | $6,559,053 | -0.4% | 100,016 | +0.3% | 2.12% | -11.5% |
| Q4 2022 | $6,582,197 | +13.7% | 99,700 | +0.8% | 2.39% | +3.3% |
| Q3 2022 | $5,787,000 | -3.9% | 98,899 | +2.6% | 2.31% | -3.9% |
| Q2 2022 | $6,019,000 | -16.5% | 96,426 | -4.5% | 2.41% | +2.7% |
| Q1 2022 | $7,206,000 | -4.3% | 100,937 | -1.8% | 2.35% | +0.3% |
| Q4 2021 | $7,527,000 | -13.2% | 102,803 | -20.0% | 2.34% | -23.8% |
| Q3 2021 | $8,676,000 | +0.3% | 128,570 | +1.6% | 3.07% | -4.1% |
| Q2 2021 | $8,653,000 | -0.6% | 126,554 | -5.1% | 3.20% | -5.7% |
| Q1 2021 | $8,709,000 | +1.4% | 133,415 | -7.5% | 3.40% | -17.9% |
| Q4 2020 | $8,589,000 | +13.9% | 144,276 | -0.1% | 4.14% | +14.9% |
| Q3 2020 | $7,541,000 | +1.7% | 144,485 | -2.4% | 3.60% | -4.7% |
| Q2 2020 | $7,417,000 | +14.7% | 148,016 | +1.3% | 3.78% | -22.4% |
| Q1 2020 | $6,467,000 | -28.0% | 146,071 | -2.3% | 4.87% | -11.6% |
| Q4 2019 | $8,986,000 | +2.3% | 149,461 | -3.4% | 5.51% | -4.9% |
| Q3 2019 | $8,781,000 | +0.1% | 154,791 | -1.0% | 5.80% | -3.4% |
| Q2 2019 | $8,775,000 | +2.2% | 156,312 | -0.3% | 6.00% | -4.4% |
| Q1 2019 | $8,584,000 | – | 156,812 | – | 6.27% | – |
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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% |