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 | $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% | – |
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% |