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 | $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 ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |