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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $203,672 | -7.4% | 3,085 | -4.3% | 0.02% | -10.0% |
| Q2 2021 | $220,000 | -0.9% | 3,225 | -5.0% | 0.02% | -9.1% |
| Q1 2021 | $222,000 | +6.2% | 3,395 | -2.2% | 0.02% | -15.4% |
| Q4 2019 | $209,000 | -63.0% | 3,470 | -65.5% | 0.03% | -66.2% |
| Q2 2019 | $565,000 | -48.7% | 10,070 | -50.0% | 0.08% | 0.0% |
| Q1 2019 | $1,102,000 | +128.6% | 20,140 | +106.1% | 0.08% | -2.5% |
| Q4 2018 | $482,000 | – | 9,770 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |