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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,716 | -13.4% | 3,331 | -9.9% | 0.19% | -10.6% |
| Q2 2023 | $247,886 | +2.3% | 3,695 | 0.0% | 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 | $271,000 | – | 338 | – | 0.23% | – |
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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% |