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 | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |