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 | $606,569 | -3.9% | 9,410 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $631,317 | +2.3% | 9,410 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $617,108 | -0.7% | 9,410 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $621,248 | +5.8% | 9,410 | -6.3% | 0.01% | -12.5% |
Q3 2022 | $587,000 | +2.8% | 10,039 | +9.8% | 0.01% | +14.3% |
Q2 2022 | $571,000 | -12.6% | 9,140 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $653,000 | -2.4% | 9,140 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $669,000 | +2.1% | 9,140 | -5.8% | 0.01% | -12.5% |
Q3 2021 | $655,000 | -0.3% | 9,701 | +0.9% | 0.01% | 0.0% |
Q2 2021 | $657,000 | +4.6% | 9,616 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $628,000 | +1395.2% | 9,616 | +1044.8% | 0.01% | +700.0% |
Q2 2017 | $42,000 | +2.4% | 840 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $41,000 | +95.2% | 840 | +90.9% | 0.00% | – |
Q4 2016 | $21,000 | +950.0% | 440 | +587.5% | 0.00% | – |
Q2 2016 | $2,000 | – | 64 | – | 0.00% | – |
Download |
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% |