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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $478,000 | -2.4% | 6,678 | 0.0% | 0.61% | -5.5% |
| Q4 2021 | $490,000 | +8.2% | 6,678 | 0.0% | 0.65% | -6.5% |
| Q3 2021 | $453,000 | -0.9% | 6,678 | 0.0% | 0.69% | -4.1% |
| Q2 2021 | $457,000 | +4.1% | 6,678 | 0.0% | 0.72% | -7.8% |
| Q1 2021 | $439,000 | -5.4% | 6,678 | -14.3% | 0.78% | -13.5% |
| Q4 2020 | $464,000 | +14.0% | 7,795 | 0.0% | 0.91% | -13.5% |
| Q3 2020 | $407,000 | +4.1% | 7,795 | 0.0% | 1.05% | -16.8% |
| Q2 2020 | $391,000 | +13.3% | 7,795 | 0.0% | 1.26% | -19.4% |
| Q1 2020 | $345,000 | -64.6% | 7,795 | -51.9% | 1.56% | -47.7% |
| Q4 2019 | $974,000 | – | 16,208 | – | 2.99% | – |
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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% |