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 | $1,015,941 | -94.3% | 15,761 | -94.1% | 0.01% | -92.8% |
| Q2 2023 | $17,840,144 | +5.6% | 265,921 | +3.2% | 0.07% | +72.5% |
| Q1 2023 | $16,891,190 | +0.8% | 257,590 | +1.5% | 0.04% | -62.6% |
| Q4 2022 | $16,753,950 | +4229.2% | 253,777 | +3743.9% | 0.11% | +2040.0% |
| Q3 2022 | $387,000 | +7.5% | 6,602 | +14.2% | 0.01% | +25.0% |
| Q2 2022 | $360,000 | +37.9% | 5,779 | +57.9% | 0.00% | 0.0% |
| Q1 2022 | $261,000 | – | 3,660 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |