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 | $43,833 | -3.9% | 680 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $45,621 | -69.2% | 680 | -69.9% | 0.00% | -71.4% |
| Q1 2023 | $147,948 | +34.3% | 2,256 | +35.2% | 0.01% | +27.3% |
| Q4 2022 | $110,187 | +12.4% | 1,669 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $98,000 | -83.4% | 1,669 | -84.3% | 0.01% | -90.2% |
| Q1 2019 | $589,000 | -28.3% | 10,635 | -36.2% | 0.11% | -36.4% |
| Q4 2018 | $822,000 | -12.4% | 16,670 | 0.0% | 0.18% | -8.8% |
| Q3 2018 | $938,000 | +9.3% | 16,670 | +3.2% | 0.19% | +6.6% |
| Q2 2018 | $858,000 | +2.4% | 16,154 | +0.6% | 0.18% | -0.5% |
| Q1 2018 | $838,000 | -16.2% | 16,051 | -10.8% | 0.18% | -13.7% |
| Q4 2017 | $1,000,000 | +10.6% | 17,986 | +3.1% | 0.21% | +6.6% |
| Q3 2017 | $904,000 | +4.1% | 17,451 | +2.5% | 0.20% | 0.0% |
| Q2 2017 | $868,000 | +15.4% | 17,023 | +10.8% | 0.20% | +8.8% |
| Q1 2017 | $752,000 | +5.8% | 15,368 | +4.6% | 0.18% | +2.2% |
| Q4 2016 | $711,000 | +16.2% | 14,697 | +7.7% | 0.18% | +9.2% |
| Q3 2016 | $612,000 | -0.6% | 13,649 | +1.9% | 0.16% | -1.2% |
| Q2 2016 | $616,000 | +10.6% | 13,396 | +4.5% | 0.16% | +6.5% |
| Q1 2016 | $557,000 | +25.2% | 12,822 | +13.9% | 0.16% | +14.8% |
| Q4 2015 | $445,000 | -2.2% | 11,255 | +1.7% | 0.14% | +1.5% |
| Q3 2015 | $455,000 | -0.7% | 11,068 | +6.2% | 0.13% | +4.7% |
| Q2 2015 | $458,000 | -0.4% | 10,420 | 0.0% | 0.13% | +0.8% |
| Q1 2015 | $460,000 | – | 10,420 | – | 0.13% | – |
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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% |