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 | $353 | -99.9% | 5,342 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $319,000 | -6.2% | 5,444 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $340,000 | -12.6% | 5,443 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $389,000 | -2.3% | 5,442 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $398,000 | +8.4% | 5,441 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $367,000 | -1.3% | 5,440 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $372,000 | +12.0% | 5,439 | +6.9% | 0.01% | 0.0% |
| Q1 2021 | $332,000 | +9.6% | 5,090 | +0.0% | 0.01% | +12.5% |
| Q4 2020 | $303,000 | +18.4% | 5,089 | +3.6% | 0.01% | 0.0% |
| Q3 2020 | $256,000 | +4.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $246,000 | +13.4% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $217,000 | -26.7% | 4,912 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $296,000 | +6.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $279,000 | +1.1% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $276,000 | +2.6% | 4,912 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $269,000 | +11.2% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $242,000 | -12.0% | 4,912 | 0.0% | 0.01% | +11.1% |
| Q3 2018 | $275,000 | +5.4% | 4,912 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $261,000 | +0.8% | 4,912 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $259,000 | – | 4,912 | – | 0.01% | – |
Download | ||||||
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% |