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 | $256,679 | +0.2% | 3,982 | +5.0% | 0.08% | 0.0% |
| Q2 2023 | $256,101 | +2.9% | 3,794 | +0.2% | 0.08% | -8.0% |
| Q1 2023 | $248,838 | +5.6% | 3,786 | +6.1% | 0.09% | -8.4% |
| Q4 2022 | $235,687 | +5.7% | 3,570 | -6.2% | 0.10% | -11.2% |
| Q3 2022 | $223,000 | -9.3% | 3,805 | -3.3% | 0.11% | -13.0% |
| Q2 2022 | $246,000 | -11.8% | 3,934 | +0.6% | 0.12% | -85.3% |
| Q1 2022 | $279,000 | – | 3,912 | – | 0.84% | – |
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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% |