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% | – |
Download | ||||||
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% |