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 | $665,807 | -38.9% | 10,329 | -36.4% | 0.00% | – |
| Q2 2023 | $1,089,072 | -55.1% | 16,233 | -56.1% | 0.00% | -100.0% |
| Q1 2023 | $2,426,132 | -29.4% | 36,995 | -28.9% | 0.00% | 0.0% |
| Q4 2022 | $3,435,483 | +54.0% | 52,037 | +36.5% | 0.00% | 0.0% |
| Q3 2022 | $2,231,000 | +34.1% | 38,123 | +43.0% | 0.00% | – |
| Q2 2022 | $1,664,000 | -51.6% | 26,660 | -44.7% | 0.00% | -100.0% |
| Q1 2022 | $3,441,000 | +422.2% | 48,199 | +393.2% | 0.00% | – |
| Q3 2021 | $659,000 | -69.8% | 9,773 | -69.4% | 0.00% | – |
| Q2 2021 | $2,184,000 | -8.4% | 31,940 | -12.6% | 0.00% | -100.0% |
| Q1 2021 | $2,385,000 | -42.1% | 36,540 | -53.7% | 0.00% | 0.0% |
| Q3 2020 | $4,117,000 | +173.2% | 78,891 | +131.8% | 0.00% | 0.0% |
| Q1 2020 | $1,507,000 | -95.6% | 34,034 | -94.3% | 0.00% | -90.0% |
| Q3 2019 | $34,038,000 | +6734.9% | 600,000 | +6657.5% | 0.01% | – |
| Q2 2019 | $498,000 | -98.0% | 8,879 | -98.1% | 0.00% | -100.0% |
| Q1 2019 | $25,505,000 | +1460.9% | 465,930 | +1116.1% | 0.01% | +700.0% |
| Q3 2014 | $1,634,000 | -60.4% | 38,315 | -61.7% | 0.00% | 0.0% |
| Q1 2014 | $4,127,000 | +8.1% | 100,135 | -5.1% | 0.00% | 0.0% |
| Q2 2013 | $3,819,000 | – | 105,501 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |