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 | $451,369 | -3.7% | 7,002 | +0.2% | 0.07% | -8.2% |
| Q2 2023 | $468,645 | +2.6% | 6,985 | +0.3% | 0.07% | -2.7% |
| Q1 2023 | $456,859 | -51.0% | 6,966 | -50.0% | 0.08% | -6.2% |
| Q4 2022 | $932,840 | +68.4% | 13,920 | +47.0% | 0.08% | -27.3% |
| Q3 2022 | $554,000 | +5440.0% | 9,469 | +5310.9% | 0.11% | +5400.0% |
| Q4 2020 | $10,000 | +11.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | – | 175 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |