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 | $3,789,949 | -7.3% | 58,795 | -3.6% | 0.61% | -6.8% |
| Q2 2023 | $4,090,382 | +3.1% | 60,969 | +0.8% | 0.65% | -3.3% |
| Q1 2023 | $3,968,292 | -5.3% | 60,511 | -4.6% | 0.67% | -11.0% |
| Q4 2022 | $4,188,813 | +13.9% | 63,448 | +0.9% | 0.76% | +16.5% |
| Q3 2022 | $3,679,000 | -10.8% | 62,882 | -4.8% | 0.65% | -13.5% |
| Q2 2022 | $4,124,000 | -6.0% | 66,063 | +1.6% | 0.75% | -10.0% |
| Q1 2022 | $4,385,000 | -7.8% | 65,043 | +0.1% | 0.83% | -22.1% |
| Q4 2021 | $4,758,000 | +21.4% | 64,976 | +11.9% | 1.07% | +1.9% |
| Q3 2021 | $3,920,000 | +1723.3% | 58,084 | +1254.3% | 1.05% | +677.8% |
| Q2 2020 | $215,000 | +2.9% | 4,289 | -13.5% | 0.14% | -4.3% |
| Q1 2020 | $209,000 | -44.6% | 4,958 | -21.0% | 0.14% | -35.6% |
| Q4 2019 | $377,000 | +2.4% | 6,273 | -4.8% | 0.22% | -11.0% |
| Q3 2019 | $368,000 | -13.4% | 6,591 | -12.3% | 0.25% | -15.8% |
| Q2 2019 | $425,000 | -4.1% | 7,512 | -6.0% | 0.29% | -11.8% |
| Q1 2019 | $443,000 | -7.9% | 7,989 | -18.2% | 0.33% | -6.2% |
| Q4 2018 | $481,000 | -12.1% | 9,761 | +0.4% | 0.35% | -3.0% |
| Q3 2018 | $547,000 | +6.8% | 9,726 | +0.9% | 0.36% | -2.9% |
| Q2 2018 | $512,000 | -0.6% | 9,635 | -1.2% | 0.38% | -13.0% |
| Q1 2018 | $515,000 | -8.7% | 9,752 | -5.5% | 0.43% | -0.2% |
| Q4 2017 | $564,000 | +1.6% | 10,325 | -3.5% | 0.43% | -11.1% |
| Q3 2017 | $555,000 | 0.0% | 10,705 | -3.2% | 0.49% | -11.8% |
| Q2 2017 | $555,000 | +2.6% | 11,059 | +1.5% | 0.55% | -15.1% |
| Q1 2017 | $541,000 | – | 10,893 | – | 0.65% | – |
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% |