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 | $2,882,447 | -3.9% | 44,717 | +0.0% | 1.14% | +0.8% |
| Q2 2023 | $2,999,144 | -8.7% | 44,703 | -10.9% | 1.14% | -14.3% |
| Q1 2023 | $3,284,791 | +42.2% | 50,180 | +43.4% | 1.33% | +32.3% |
| Q4 2022 | $2,310,717 | -17.1% | 35,000 | -26.5% | 1.00% | -22.7% |
| Q3 2022 | $2,786,000 | -5.8% | 47,619 | +0.5% | 1.30% | -1.3% |
| Q2 2022 | $2,957,000 | -12.0% | 47,374 | +0.6% | 1.31% | +6.1% |
| Q1 2022 | $3,362,000 | -3.2% | 47,100 | -0.7% | 1.24% | -0.1% |
| Q4 2021 | $3,472,000 | – | 47,417 | – | 1.24% | – |
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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% |