Shearwater Capital LLC - SCHWAB STRATEGIC TR ownership

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
Shearwater Capital LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$214,716
-13.4%
3,331
-9.9%
0.19%
-10.6%
Q2 2023$247,886
+2.3%
3,6950.0%0.22%
-3.6%
Q1 2023$242,306
-0.7%
3,695
+1095.8%
0.22%
-8.5%
Q4 2022$243,932
+12.9%
309
+10.8%
0.25%
+0.8%
Q3 2022$216,000
-6.5%
279
-5.4%
0.24%
-2.0%
Q2 2022$231,000
-12.5%
295
-10.9%
0.25%
+2.5%
Q1 2022$264,000
-2.6%
331
-2.1%
0.24%
+4.3%
Q4 2021$271,0003380.23%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 799,353$51,526,26720.95%
Northern Capital Management, Inc. 327,595$21,116,76519.72%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 855,582$55,150,81115.93%
Financial Advisors, LLC 882,369$56,877,50614.08%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 452,456$29,165,33611.73%
Avantax Planning Partners, Inc. 4,281,644$275,994,77511.54%
MATHER GROUP, LLC. 9,862,059$635,708,29711.28%
Gemmer Asset Management LLC 1,251,115$80,646,88910.88%
BALLAST ADVISORS LLC 365,349$23,550,3789.39%
GenWealth Group, Inc. 422,363$27,225,5308.26%
View complete list of SCHWAB STRATEGIC TR shareholders