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 | $518,001 | -18.2% | 8,036 | -14.8% | 0.35% | -24.7% |
Q2 2023 | $633,128 | -9.4% | 9,437 | -11.5% | 0.46% | -14.2% |
Q1 2023 | $698,952 | -15.2% | 10,658 | -14.6% | 0.54% | -22.7% |
Q4 2022 | $824,194 | +14.5% | 12,484 | +1.4% | 0.70% | +2.6% |
Q3 2022 | $720,000 | -7.9% | 12,312 | -1.7% | 0.68% | -4.5% |
Q2 2022 | $782,000 | -13.7% | 12,531 | -1.3% | 0.72% | +48.3% |
Q1 2022 | $906,000 | +5.7% | 12,694 | +8.5% | 0.48% | +11.8% |
Q4 2021 | $857,000 | – | 11,701 | – | 0.43% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |