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 | $6,728 | -3.0% | 104,378 | +0.9% | 2.36% | -1.2% |
| Q2 2023 | $6,937 | +3.7% | 103,404 | +1.4% | 2.39% | -0.4% |
| Q1 2023 | $6,690 | -2.1% | 102,017 | -1.5% | 2.40% | -7.6% |
| Q4 2022 | $6,835 | -99.9% | 103,530 | -1.3% | 2.60% | +2.3% |
| Q3 2022 | $6,135,000 | -8.0% | 104,848 | -1.9% | 2.54% | -3.6% |
| Q2 2022 | $6,668,000 | -15.0% | 106,825 | -2.8% | 2.64% | -1.1% |
| Q1 2022 | $7,846,000 | -1.3% | 109,903 | +1.2% | 2.66% | +0.8% |
| Q4 2021 | $7,950,000 | +16.1% | 108,576 | +7.0% | 2.64% | +10.5% |
| Q3 2021 | $6,847,000 | -1.6% | 101,465 | -0.3% | 2.39% | -0.1% |
| Q2 2021 | $6,957,000 | +11.6% | 101,762 | +6.6% | 2.40% | +3.5% |
| Q1 2021 | $6,234,000 | +16.2% | 95,502 | +6.0% | 2.32% | +6.5% |
| Q4 2020 | $5,365,000 | +48.3% | 90,117 | +30.0% | 2.17% | +30.5% |
| Q3 2020 | $3,618,000 | +81.5% | 69,321 | +74.3% | 1.66% | +69.2% |
| Q2 2020 | $1,993,000 | +172.3% | 39,763 | +140.4% | 0.98% | +134.8% |
| Q1 2020 | $732,000 | +113.4% | 16,538 | +190.2% | 0.42% | +197.2% |
| Q4 2019 | $343,000 | – | 5,698 | – | 0.14% | – |
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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% |