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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $545,442 | -22.6% | 8,130 | -24.4% | 0.11% | -25.7% |
Q1 2023 | $705,116 | -16.0% | 10,752 | -15.4% | 0.14% | -20.0% |
Q4 2022 | $839,378 | -1.4% | 12,714 | -12.6% | 0.18% | -9.5% |
Q3 2022 | $851,000 | -12.0% | 14,549 | -6.0% | 0.20% | +1.0% |
Q2 2022 | $967,000 | -16.7% | 15,485 | -4.8% | 0.20% | +1.5% |
Q1 2022 | $1,161,000 | -20.7% | 16,258 | -18.7% | 0.19% | -17.1% |
Q4 2021 | $1,464,000 | -14.4% | 19,999 | -21.1% | 0.23% | -46.7% |
Q3 2021 | $1,711,000 | -16.7% | 25,357 | -15.5% | 0.44% | -17.0% |
Q2 2021 | $2,053,000 | -5.8% | 30,023 | -10.1% | 0.53% | -29.0% |
Q1 2021 | $2,180,000 | -35.9% | 33,387 | -41.5% | 0.74% | +4.1% |
Q4 2020 | $3,399,000 | -10.7% | 57,101 | -21.7% | 0.72% | -57.6% |
Q3 2020 | $3,806,000 | -14.8% | 72,927 | -18.2% | 1.69% | -27.5% |
Q2 2020 | $4,465,000 | +12.3% | 89,110 | -0.8% | 2.33% | -10.5% |
Q1 2020 | $3,977,000 | +23.3% | 89,829 | +67.5% | 2.60% | +27.8% |
Q4 2019 | $3,225,000 | – | 53,638 | – | 2.04% | – |
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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% |