ROCKY MOUNTAIN ADVISERS, LLC - SCHWAB STRATEGIC TR ownership

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
ROCKY MOUNTAIN ADVISERS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$88,955
-1.7%
1,3800.0%0.04%
-10.4%
Q2 2023$90,500
+99350.5%
1,3800.0%0.05%0.0%
Q1 2023$910.0%1,3800.0%0.05%
-4.0%
Q4 2022$91
-99.9%
1,3800.0%0.05%
-52.4%
Q3 2022$81,000
-5.8%
1,3800.0%0.10%
-0.9%
Q2 2022$86,000
-13.1%
1,3800.0%0.11%
-3.6%
Q1 2022$99,000
-2.0%
1,3800.0%0.11%
-4.3%
Q4 2021$101,000
+8.6%
1,3800.0%0.12%
+1.8%
Q3 2021$93,000
-1.1%
1,3800.0%0.11%
-3.4%
Q2 2021$94,000
+4.4%
1,3800.0%0.12%
-8.6%
Q1 2021$90,000
+9.8%
1,3800.0%0.13%
-5.9%
Q4 2020$82,000
+13.9%
1,3800.0%0.14%
-1.4%
Q3 2020$72,000
-30.1%
1,380
-32.8%
0.14%
-46.1%
Q2 2020$103,000
+13.2%
2,054
+0.2%
0.26%
+1.2%
Q1 2020$91,000
-26.0%
2,050
+0.3%
0.25%
-35.9%
Q4 2019$123,000
+7.0%
2,043
+0.5%
0.40%
+1.8%
Q3 2019$115,000
+0.9%
2,032
+0.2%
0.39%
-0.3%
Q2 2019$114,000
+2.7%
2,0270.0%0.39%
-1.3%
Q1 2019$111,000
+11.0%
2,027
+0.2%
0.39%
+2.9%
Q4 2018$100,000
-11.5%
2,023
+0.5%
0.38%
-1.0%
Q3 2018$113,000
+5.6%
2,013
+0.2%
0.39%
-3.5%
Q2 2018$107,000
+0.9%
2,0090.0%0.40%
-4.5%
Q1 2018$106,000
-3.6%
2,009
+0.2%
0.42%
-3.4%
Q4 2017$110,000
+5.8%
2,005
-0.3%
0.44%
-1.4%
Q3 2017$104,000
+50.7%
2,012
+45.8%
0.44%
+34.0%
Q2 2017$69,0000.0%1,3800.0%0.33%
+2.2%
Q1 2017$69,000
+4.5%
1,3800.0%0.32%
-1.8%
Q4 2016$66,000
+4.8%
1,3800.0%0.33%
-0.3%
Q3 2016$63,000
+1.6%
1,3800.0%0.33%
-0.3%
Q2 2016$62,000
+3.3%
1,3800.0%0.33%
-0.3%
Q1 2016$60,000
+1.7%
1,3800.0%0.33%
-4.6%
Q4 2015$59,000
+7.3%
1,3800.0%0.35%
+7.4%
Q3 2015$55,0001,3800.32%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 743,504$48,758,50820.77%
Northern Capital Management, Inc. 306,160$20,077,94317.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 796,611$52,241,75816.76%
Financial Advisors, LLC 866,550$56,828,37214.39%
Avantax Planning Partners, Inc. 4,285,341$281,032,68211.41%
Gemmer Asset Management LLC 1,178,987$77,317,98011.31%
BALLAST ADVISORS LLC 410,474$26,918,86510.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 436,630$28,634,21510.71%
MATHER GROUP, LLC. 8,592,533$563,498,30910.01%
IVC Wealth Advisors LLC 186,278$12,216,1308.66%
View complete list of SCHWAB STRATEGIC TR shareholders