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 | $504,722 | +229.1% | 7,830 | +242.5% | 0.02% | +220.0% |
| Q2 2023 | $153,368 | +5983.6% | 2,286 | -94.1% | 0.01% | -93.8% |
| Q1 2023 | $2,521 | +19292.3% | 38,447 | +19924.5% | 0.08% | +7900.0% |
| Q4 2022 | $13 | -99.8% | 192 | +86.4% | 0.00% | – |
| Q3 2022 | $6,000 | -96.9% | 103 | -96.7% | 0.00% | -100.0% |
| Q2 2022 | $194,000 | +2671.4% | 3,101 | +3198.9% | 0.00% | – |
| Q1 2022 | $7,000 | -68.2% | 94 | -69.0% | 0.00% | – |
| Q4 2021 | $22,000 | -94.7% | 303 | -95.1% | 0.00% | -100.0% |
| Q3 2021 | $418,000 | +64.6% | 6,197 | +66.9% | 0.01% | +57.1% |
| Q2 2021 | $254,000 | +1054.5% | 3,713 | +998.5% | 0.01% | – |
| Q1 2021 | $22,000 | -97.6% | 338 | -97.8% | 0.00% | -100.0% |
| Q4 2020 | $907,000 | +90600.0% | 15,243 | +152330.0% | 0.03% | – |
| Q3 2020 | $1,000 | -100.0% | 10 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $2,274,000 | +129.5% | 45,393 | +102.6% | 0.09% | +55.0% |
| Q1 2020 | $991,000 | +7.4% | 22,402 | +45.9% | 0.06% | -22.1% |
| Q4 2019 | $923,000 | +33.6% | 15,352 | +25.9% | 0.08% | +63.8% |
| Q3 2019 | $691,000 | -0.3% | 12,191 | -1.2% | 0.05% | 0.0% |
| Q2 2019 | $693,000 | +225.4% | 12,337 | +217.5% | 0.05% | +261.5% |
| Q1 2019 | $213,000 | +21200.0% | 3,886 | +14846.2% | 0.01% | – |
| Q4 2018 | $1,000 | -99.8% | 26 | -99.6% | 0.00% | -100.0% |
| Q3 2018 | $406,000 | -42.4% | 7,248 | -45.4% | 0.03% | -23.1% |
| Q2 2018 | $705,000 | -3.4% | 13,280 | -3.9% | 0.04% | -38.1% |
| Q1 2018 | $730,000 | +111.6% | 13,817 | +118.8% | 0.06% | +40.0% |
| Q4 2017 | $345,000 | -77.8% | 6,315 | -79.0% | 0.04% | -65.1% |
| Q3 2017 | $1,556,000 | +980.6% | 30,032 | +950.1% | 0.13% | +706.2% |
| Q2 2017 | $144,000 | -70.9% | 2,860 | -71.3% | 0.02% | -67.3% |
| Q1 2017 | $495,000 | -65.5% | 9,961 | -66.6% | 0.05% | -68.6% |
| Q4 2016 | $1,435,000 | +213.3% | 29,840 | +192.0% | 0.16% | +254.5% |
| Q2 2016 | $458,000 | – | 10,218 | – | 0.04% | – |
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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% |