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 | $619,138 | +16.8% | 9,605 | +21.6% | 0.01% | +12.5% |
Q2 2023 | $530,011 | +72.5% | 7,900 | +68.7% | 0.01% | +60.0% |
Q1 2023 | $307,177 | -17.5% | 4,684 | -16.9% | 0.01% | -16.7% |
Q4 2022 | $372,221 | +39.9% | 5,638 | +24.1% | 0.01% | +20.0% |
Q3 2022 | $266,000 | -20.1% | 4,543 | -14.7% | 0.01% | -16.7% |
Q2 2022 | $333,000 | -30.5% | 5,327 | -20.6% | 0.01% | -25.0% |
Q1 2022 | $479,000 | +6.4% | 6,710 | +9.2% | 0.01% | +14.3% |
Q4 2021 | $450,000 | +5.1% | 6,146 | -3.2% | 0.01% | 0.0% |
Q3 2021 | $428,000 | +36.3% | 6,346 | +38.1% | 0.01% | +40.0% |
Q2 2021 | $314,000 | +4.7% | 4,595 | +0.2% | 0.01% | -16.7% |
Q1 2021 | $300,000 | +2.7% | 4,588 | -6.3% | 0.01% | -14.3% |
Q4 2020 | $292,000 | +33.3% | 4,899 | +12.1% | 0.01% | +16.7% |
Q2 2020 | $219,000 | +3.8% | 4,371 | -8.4% | 0.01% | -25.0% |
Q1 2020 | $211,000 | -26.2% | 4,773 | +0.4% | 0.01% | 0.0% |
Q4 2019 | $286,000 | – | 4,755 | – | 0.01% | – |
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% |