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 | $101,740 | -28.3% | 1,578 | -25.4% | 0.01% | -25.0% |
| Q2 2023 | $141,982 | +99.4% | 2,116 | +94.8% | 0.02% | +100.0% |
| Q1 2023 | $71,195 | -28.7% | 1,086 | -28.2% | 0.01% | -38.5% |
| Q4 2022 | $99,891 | +58.6% | 1,513 | +41.1% | 0.01% | +62.5% |
| Q3 2022 | $63,000 | -4.5% | 1,072 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -13.2% | 1,065 | +0.7% | 0.01% | -11.1% |
| Q1 2022 | $76,000 | -1.3% | 1,058 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +8.5% | 1,054 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | 0.0% | 1,047 | +0.5% | 0.01% | 0.0% |
| Q2 2021 | $71,000 | +4.4% | 1,042 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $68,000 | +11.5% | 1,037 | +0.5% | 0.01% | 0.0% |
| Q4 2020 | $61,000 | +13.0% | 1,032 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $54,000 | – | 1,026 | – | 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% |