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 | $534,566 | -13.2% | 8,293 | -9.7% | 0.02% | -16.7% |
| Q2 2023 | $616,087 | +208.0% | 9,183 | +156.9% | 0.02% | +80.0% |
| Q3 2018 | $200,000 | -9.5% | 3,574 | -14.1% | 0.01% | -9.1% |
| Q2 2018 | $221,000 | -40.8% | 4,163 | -41.1% | 0.01% | -45.0% |
| Q1 2018 | $373,000 | -3.4% | 7,063 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $386,000 | +5.5% | 7,063 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $366,000 | -5.9% | 7,063 | -8.9% | 0.02% | -4.8% |
| Q2 2017 | $389,000 | +1.0% | 7,754 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $385,000 | – | 7,754 | – | 0.02% | – |
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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% |