SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 708 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $227,153 | -4.1% | 2,989 | -11.5% | 0.10% | -11.7% |
| Q4 2023 | $236,864 | -0.8% | 3,378 | -5.1% | 0.11% | -3.5% |
| Q3 2023 | $238,718 | 0.0% | 3,558 | 0.0% | 0.12% | -17.3% |
| Q2 2023 | $238,718 | -68.5% | 3,558 | -69.4% | 0.14% | -70.2% |
| Q1 2023 | $757,648 | -3.4% | 11,612 | -2.2% | 0.47% | -8.4% |
| Q4 2022 | $784,084 | +11.9% | 11,876 | -0.9% | 0.51% | +9.2% |
| Q3 2022 | $701,000 | -5.3% | 11,985 | +1.1% | 0.47% | +2.4% |
| Q2 2022 | $740,000 | -12.1% | 11,857 | +0.6% | 0.46% | -21.8% |
| Q1 2022 | $842,000 | -2.0% | 11,789 | +0.4% | 0.58% | +5.2% |
| Q4 2021 | $859,000 | – | 11,738 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |