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 | $1,282,984 | -4.6% | 19,904 | -0.7% | 0.59% | -0.5% |
| Q2 2023 | $1,344,184 | -74.6% | 20,036 | -75.1% | 0.59% | -77.8% |
| Q1 2023 | $5,281,851 | -13.4% | 80,541 | -12.8% | 2.66% | -10.2% |
| Q4 2022 | $6,096,555 | +5.3% | 92,344 | +1.9% | 2.96% | +2.6% |
| Q3 2022 | $5,787,000 | +452.7% | 90,580 | +475.1% | 2.89% | +444.3% |
| Q2 2022 | $1,047,000 | -5.0% | 15,751 | -3.6% | 0.53% | -11.4% |
| Q1 2022 | $1,102,000 | -7.2% | 16,347 | +0.7% | 0.60% | -6.1% |
| Q4 2021 | $1,188,000 | -0.2% | 16,230 | -3.1% | 0.64% | -3.6% |
| Q3 2021 | $1,190,000 | -0.1% | 16,745 | -2.6% | 0.66% | -6.2% |
| Q2 2021 | $1,191,000 | -14.7% | 17,195 | -18.1% | 0.71% | -26.1% |
| Q1 2021 | $1,397,000 | -83.7% | 21,006 | -84.6% | 0.96% | -84.2% |
| Q4 2020 | $8,546,000 | – | 136,576 | – | 6.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |