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 | $2,352,302 | -3.7% | 36,492 | +0.2% | 1.07% | -10.8% |
| Q2 2023 | $2,442,330 | +2.5% | 36,404 | +0.2% | 1.20% | -2.6% |
| Q1 2023 | $2,381,841 | -0.5% | 36,320 | +0.2% | 1.23% | -2.2% |
| Q4 2022 | $2,392,652 | -2.7% | 36,241 | -13.8% | 1.26% | -6.7% |
| Q3 2022 | $2,460,000 | -5.7% | 42,046 | +0.6% | 1.35% | +4.0% |
| Q2 2022 | $2,608,000 | -12.0% | 41,783 | +0.7% | 1.30% | +6.5% |
| Q1 2022 | $2,964,000 | +40.3% | 41,512 | +43.8% | 1.22% | +30.6% |
| Q4 2021 | $2,113,000 | +9.6% | 28,860 | +1.0% | 0.94% | -9.7% |
| Q3 2021 | $1,928,000 | -33.8% | 28,572 | -32.9% | 1.04% | -34.2% |
| Q2 2021 | $2,911,000 | +26.1% | 42,576 | +20.4% | 1.57% | -0.4% |
| Q1 2021 | $2,308,000 | +20.6% | 35,351 | +9.9% | 1.58% | -5.0% |
| Q4 2020 | $1,914,000 | – | 32,154 | – | 1.66% | – |
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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% |