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 | $1,702,503 | +6.5% | 26,412 | +10.8% | 0.00% | – |
| Q2 2023 | $1,599,066 | -52.2% | 23,835 | -53.3% | 0.00% | – |
| Q1 2023 | $3,346,796 | +106.0% | 51,034 | +107.4% | 0.00% | – |
| Q4 2022 | $1,624,342 | +17.8% | 24,604 | +4.4% | 0.00% | – |
| Q3 2022 | $1,379,000 | +2.4% | 23,572 | +9.3% | 0.00% | – |
| Q2 2022 | $1,347,000 | -33.8% | 21,573 | -24.3% | 0.00% | – |
| Q1 2022 | $2,034,000 | +5.3% | 28,491 | +7.9% | 0.00% | – |
| Q4 2021 | $1,932,000 | +59.5% | 26,394 | +47.0% | 0.00% | – |
| Q3 2021 | $1,211,000 | +7.7% | 17,949 | +9.2% | 0.00% | – |
| Q2 2021 | $1,124,000 | +31.0% | 16,442 | +25.0% | 0.00% | – |
| Q1 2021 | $858,000 | +19.2% | 13,150 | +8.8% | 0.00% | – |
| Q4 2020 | $720,000 | +16.1% | 12,088 | +1.8% | 0.00% | – |
| Q3 2020 | $620,000 | +17.6% | 11,878 | +12.9% | 0.00% | – |
| Q2 2020 | $527,000 | -9.9% | 10,523 | -20.5% | 0.00% | – |
| Q1 2020 | $585,000 | -35.9% | 13,230 | -12.9% | 0.00% | – |
| Q4 2019 | $913,000 | +8.6% | 15,195 | +2.5% | 0.00% | – |
| Q3 2019 | $841,000 | +20.7% | 14,825 | +19.3% | 0.00% | – |
| Q2 2019 | $697,000 | -9.2% | 12,423 | -11.5% | 0.00% | – |
| Q1 2019 | $768,000 | +19.1% | 14,032 | +7.1% | 0.00% | – |
| Q4 2018 | $645,000 | -21.2% | 13,097 | -10.3% | 0.00% | – |
| Q3 2018 | $819,000 | +46.8% | 14,597 | +38.7% | 0.00% | – |
| Q2 2018 | $558,000 | +1.8% | 10,521 | +0.2% | 0.00% | – |
| Q1 2018 | $548,000 | -12.6% | 10,497 | -8.2% | 0.00% | – |
| Q4 2017 | $627,000 | +15.3% | 11,438 | +8.8% | 0.00% | – |
| Q3 2017 | $544,000 | +50.3% | 10,511 | +45.6% | 0.00% | – |
| Q2 2017 | $362,000 | +21.5% | 7,220 | +21.0% | 0.00% | – |
| Q1 2017 | $298,000 | +39.9% | 5,969 | +35.1% | 0.00% | – |
| Q4 2016 | $213,000 | 0.0% | 4,419 | -6.2% | 0.00% | – |
| Q3 2016 | $213,000 | – | 4,710 | – | 0.00% | – |
Download | ||||||
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% |