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 | $515,150 | -9.6% | 7,992 | -5.9% | 0.34% | -8.6% |
| Q2 2023 | $569,872 | -2.1% | 8,494 | -4.3% | 0.37% | +2.5% |
| Q1 2023 | $582,313 | -13.9% | 8,879 | -13.3% | 0.36% | -18.9% |
| Q4 2022 | $676,207 | +6.7% | 10,242 | -5.5% | 0.44% | -1.3% |
| Q3 2022 | $634,000 | -11.0% | 10,836 | -4.9% | 0.45% | -17.4% |
| Q2 2022 | $712,000 | -13.5% | 11,400 | -1.1% | 0.55% | -4.2% |
| Q1 2022 | $823,000 | -2.3% | 11,531 | +0.3% | 0.57% | +0.2% |
| Q4 2021 | $842,000 | -8.8% | 11,502 | -16.0% | 0.57% | -29.8% |
| Q3 2021 | $923,000 | -2.9% | 13,685 | -1.6% | 0.81% | -17.0% |
| Q2 2021 | $951,000 | – | 13,903 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |