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 | $219 | -65.3% | 3,400 | -63.8% | 0.00% | -100.0% |
| Q2 2023 | $631 | +173.2% | 9,400 | +168.6% | 0.00% | – |
| Q4 2022 | $231 | -100.0% | 3,500 | -72.7% | 0.00% | -100.0% |
| Q3 2022 | $749,000 | +46.3% | 12,800 | +56.1% | 0.00% | 0.0% |
| Q2 2022 | $512,000 | -68.6% | 8,200 | -63.2% | 0.00% | -50.0% |
| Q4 2021 | $1,633,000 | +174.9% | 22,300 | +153.4% | 0.00% | +100.0% |
| Q3 2021 | $594,000 | -22.3% | 8,800 | -24.8% | 0.00% | 0.0% |
| Q1 2021 | $764,000 | +60.5% | 11,700 | +46.2% | 0.00% | 0.0% |
| Q4 2020 | $476,000 | -31.7% | 8,000 | -42.4% | 0.00% | 0.0% |
| Q2 2020 | $697,000 | -39.3% | 13,900 | -27.2% | 0.00% | 0.0% |
| Q4 2019 | $1,148,000 | +49.9% | 19,100 | +41.5% | 0.00% | 0.0% |
| Q3 2019 | $766,000 | +157.0% | 13,500 | +154.7% | 0.00% | – |
| Q2 2019 | $298,000 | +10.8% | 5,300 | +10.4% | 0.00% | – |
| Q3 2018 | $269,000 | -41.5% | 4,800 | -44.5% | 0.00% | – |
| Q2 2018 | $460,000 | – | 8,654 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |