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 | $1,928,192 | -3.8% | 29,913 | +0.1% | 2.39% | -11.6% |
| Q2 2023 | $2,004,304 | +0.9% | 29,875 | -1.4% | 2.70% | -5.3% |
| Q1 2023 | $1,987,390 | -0.8% | 30,305 | -0.1% | 2.85% | -7.8% |
| Q4 2022 | $2,002,704 | -2.4% | 30,335 | -1.8% | 3.09% | +0.7% |
| Q2 2022 | $2,052,000 | -6.0% | 30,876 | +1.0% | 3.07% | +4.1% |
| Q1 2022 | $2,183,000 | -2.4% | 30,572 | +0.1% | 2.95% | +2.2% |
| Q4 2021 | $2,237,000 | +7.0% | 30,549 | -1.4% | 2.88% | -1.0% |
| Q3 2021 | $2,091,000 | -0.9% | 30,987 | +0.4% | 2.91% | -2.5% |
| Q2 2021 | $2,111,000 | +5.2% | 30,869 | +0.5% | 2.99% | -4.9% |
| Q1 2021 | $2,006,000 | – | 30,723 | – | 3.14% | – |
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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% |