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 | $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 ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |