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 | $352,156 | -4.4% | 5,463 | -0.5% | 0.10% | -7.4% |
| Q2 2023 | $368,528 | +2.3% | 5,493 | 0.0% | 0.11% | +3.8% |
| Q1 2023 | $360,225 | +99135.5% | 5,493 | 0.0% | 0.10% | -11.9% |
| Q4 2022 | $363 | -99.9% | 5,493 | -0.3% | 0.12% | +5.4% |
| Q3 2022 | $322,000 | -7.2% | 5,509 | -1.0% | 0.11% | 0.0% |
| Q2 2022 | $347,000 | -13.7% | 5,567 | -1.2% | 0.11% | 0.0% |
| Q1 2022 | $402,000 | -2.7% | 5,634 | 0.0% | 0.11% | -3.4% |
| Q4 2021 | $413,000 | +8.7% | 5,634 | +0.0% | 0.12% | 0.0% |
| Q3 2021 | $380,000 | -1.3% | 5,633 | 0.0% | 0.12% | -0.9% |
| Q2 2021 | $385,000 | -1.3% | 5,633 | -5.7% | 0.12% | -7.1% |
| Q1 2021 | $390,000 | +4.6% | 5,974 | -4.8% | 0.13% | -3.8% |
| Q4 2020 | $373,000 | -12.2% | 6,274 | -22.9% | 0.13% | -23.8% |
| Q3 2020 | $425,000 | -80.4% | 8,138 | -81.2% | 0.17% | -74.5% |
| Q2 2020 | $2,164,000 | -4.2% | 43,195 | -15.4% | 0.68% | -32.5% |
| Q1 2020 | $2,259,000 | +110.9% | 51,029 | +186.5% | 1.00% | +130.9% |
| Q4 2019 | $1,071,000 | +14.2% | 17,810 | +6.1% | 0.43% | -19.1% |
| Q3 2019 | $938,000 | -2.1% | 16,783 | -1.7% | 0.54% | -7.0% |
| Q2 2019 | $958,000 | +9.9% | 17,068 | +7.1% | 0.58% | -3.7% |
| Q1 2019 | $872,000 | +342.6% | 15,933 | +298.9% | 0.60% | +243.1% |
| Q4 2018 | $197,000 | – | 3,994 | – | 0.17% | – |
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% |