SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $811,012 | -3.9% | 12,582 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $844,102 | +2.3% | 12,582 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $825,104 | -0.7% | 12,582 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $830,640 | +11.2% | 12,582 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $747,000 | -4.8% | 12,582 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $785,000 | -12.6% | 12,582 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $898,000 | -2.5% | 12,582 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $921,000 | +8.7% | 12,581 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $847,000 | -50.5% | 12,551 | -6.2% | 0.01% | 0.0% |
| Q2 2021 | $1,712,000 | +164.6% | 13,380 | +34.9% | 0.01% | +25.0% |
| Q1 2021 | $647,000 | – | 9,917 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |