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 | $249,438 | -12.7% | 3,869 | -9.1% | 0.01% | -16.7% |
| Q2 2023 | $285,678 | +11.0% | 4,258 | +8.5% | 0.01% | +20.0% |
| Q1 2023 | $257,474 | -23.4% | 3,926 | -22.9% | 0.01% | -37.5% |
| Q4 2022 | $336,193 | +44.9% | 5,092 | +28.6% | 0.01% | +33.3% |
| Q3 2022 | $232,000 | +0.9% | 3,959 | +7.7% | 0.01% | +20.0% |
| Q2 2022 | $230,000 | -62.5% | 3,675 | -57.2% | 0.01% | -61.5% |
| Q1 2022 | $613,000 | +0.2% | 8,585 | +2.8% | 0.01% | +8.3% |
| Q4 2021 | $612,000 | +11.5% | 8,355 | +2.7% | 0.01% | 0.0% |
| Q3 2021 | $549,000 | +173.1% | 8,137 | +176.7% | 0.01% | +200.0% |
| Q2 2021 | $201,000 | -36.4% | 2,941 | -54.1% | 0.00% | -73.3% |
| Q4 2018 | $316,000 | -25.6% | 6,408 | -15.4% | 0.02% | +7.1% |
| Q3 2018 | $425,000 | +6.0% | 7,577 | +0.3% | 0.01% | -6.7% |
| Q2 2018 | $401,000 | +3.4% | 7,553 | +2.9% | 0.02% | +7.1% |
| Q1 2018 | $388,000 | – | 7,339 | – | 0.01% | – |
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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% |