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% | – |
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% |