SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 708 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $760,653 | +7.2% | 10,268 | +9.9% | 0.01% | 0.0% |
Q1 2024 | $709,729 | -3.1% | 9,341 | -10.6% | 0.01% | -11.1% |
Q4 2023 | $732,377 | +18.3% | 10,448 | +8.8% | 0.01% | 0.0% |
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 | 884,548 | $65,527,540 | 21.66% |
Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |