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 | $19 | -17.4% | 288 | -15.3% | 0.00% | -25.0% |
| Q2 2023 | $23 | -55.8% | 340 | -56.8% | 0.00% | -55.6% |
| Q1 2023 | $52 | -3.7% | 787 | -1.1% | 0.01% | -10.0% |
| Q4 2022 | $54 | -99.9% | 796 | -11.1% | 0.01% | -9.1% |
| Q3 2022 | $55,000 | +34.1% | 895 | +39.0% | 0.01% | +22.2% |
| Q2 2022 | $41,000 | +192.9% | 644 | +226.9% | 0.01% | +200.0% |
| Q1 2022 | $14,000 | +55.6% | 197 | +60.2% | 0.00% | +50.0% |
| Q4 2021 | $9,000 | +12.5% | 123 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $8,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +33.3% | 123 | +39.8% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | -28.6% | 88 | -32.8% | 0.00% | -50.0% |
| Q3 2020 | $7,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 131 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | +14.3% | 131 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | -12.5% | 131 | -10.9% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | -50.0% | 147 | -48.4% | 0.00% | -60.0% |
| Q1 2019 | $16,000 | +14.3% | 285 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | +600.0% | 285 | +691.7% | 0.01% | +400.0% |
| Q3 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,000 | +100.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,000 | -80.0% | 36 | -67.6% | 0.00% | -66.7% |
| Q2 2015 | $5,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | -54.5% | 111 | -58.9% | 0.00% | -62.5% |
| Q4 2014 | $11,000 | – | 270 | – | 0.01% | – |
Download | ||||||
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% |