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 | $4,139 | -28.7% | 64,203 | -25.8% | 0.06% | -30.4% |
| Q2 2023 | $5,808 | +5.1% | 86,570 | +2.8% | 0.09% | -3.2% |
| Q1 2023 | $5,525 | -99.9% | 84,252 | -10.4% | 0.10% | -13.6% |
| Q4 2022 | $6,211,000 | -99.9% | 94,081 | -19.4% | 0.11% | -19.1% |
| Q3 2022 | $6,830,000,000 | +103150.2% | 116,731 | +10.2% | 0.14% | +6.2% |
| Q2 2022 | $6,615,000 | +8.7% | 105,969 | +24.3% | 0.13% | +19.6% |
| Q1 2022 | $6,086,000 | -99.8% | 85,243 | +106.2% | 0.11% | +101.9% |
| Q4 2021 | $3,027,000,000 | +94493.8% | 41,336 | -12.8% | 0.05% | -17.2% |
| Q3 2021 | $3,200,000 | +0.1% | 47,428 | +1.5% | 0.06% | -5.9% |
| Q2 2021 | $3,196,000 | +27.2% | 46,744 | +21.5% | 0.07% | +11.5% |
| Q1 2021 | $2,512,000 | +42.9% | 38,480 | +30.3% | 0.06% | +24.5% |
| Q4 2020 | $1,758,000 | +58.7% | 29,524 | +39.0% | 0.05% | +32.4% |
| Q3 2020 | $1,108,000 | +276.9% | 21,233 | +262.2% | 0.04% | +236.4% |
| Q2 2020 | $294,000 | – | 5,862 | – | 0.01% | – |
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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% |