SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,154 | +12.9% | 7,030 | +17.5% | 0.01% | +16.7% |
| Q2 2023 | $401,534 | +6.0% | 5,985 | +3.7% | 0.01% | 0.0% |
| Q1 2023 | $378,659 | -0.6% | 5,774 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $381,000 | +14.8% | 5,774 | +1.7% | 0.01% | +16.7% |
| Q3 2022 | $332,000 | -6.2% | 5,675 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $354,000 | -8.5% | 5,675 | +4.6% | 0.01% | 0.0% |
| Q1 2022 | $387,000 | -2.5% | 5,425 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $397,000 | +8.5% | 5,425 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $366,000 | +12.6% | 5,425 | +14.2% | 0.01% | +20.0% |
| Q2 2021 | $325,000 | +13.2% | 4,750 | +8.0% | 0.01% | 0.0% |
| Q1 2021 | $287,000 | – | 4,400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |