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 | $2,770,408 | -0.2% | 42,979 | +3.9% | 0.13% | -9.0% |
| Q2 2023 | $2,775,010 | +0.4% | 41,362 | -1.9% | 0.14% | -11.1% |
| Q1 2023 | $2,763,740 | +2.3% | 42,143 | +3.0% | 0.16% | -12.0% |
| Q4 2022 | $2,700,869 | +4.7% | 40,910 | -7.2% | 0.18% | -6.6% |
| Q3 2022 | $2,580,000 | -0.4% | 44,093 | +6.2% | 0.20% | -1.0% |
| Q2 2022 | $2,591,000 | -11.2% | 41,510 | +1.6% | 0.20% | -2.0% |
| Q1 2022 | $2,917,000 | -12.6% | 40,854 | -10.4% | 0.20% | -14.7% |
| Q4 2021 | $3,337,000 | -10.9% | 45,579 | -17.9% | 0.24% | -15.6% |
| Q3 2021 | $3,746,000 | -5.6% | 55,506 | -4.3% | 0.28% | -10.2% |
| Q2 2021 | $3,967,000 | -32.4% | 58,021 | -35.4% | 0.31% | -42.3% |
| Q1 2021 | $5,865,000 | +7.1% | 89,840 | -2.3% | 0.54% | +6.2% |
| Q4 2020 | $5,474,000 | +26.8% | 91,953 | +11.2% | 0.51% | +4.5% |
| Q3 2020 | $4,317,000 | +9.3% | 82,716 | +4.9% | 0.49% | -8.2% |
| Q2 2020 | $3,950,000 | +130.5% | 78,824 | +103.5% | 0.53% | +70.6% |
| Q1 2020 | $1,714,000 | -28.6% | 38,728 | -3.0% | 0.31% | -4.3% |
| Q4 2019 | $2,401,000 | +17.4% | 39,938 | +10.8% | 0.33% | +3.2% |
| Q3 2019 | $2,045,000 | -3.4% | 36,042 | -4.5% | 0.32% | -6.8% |
| Q2 2019 | $2,118,000 | 0.0% | 37,725 | -2.5% | 0.34% | -15.0% |
| Q1 2019 | $2,118,000 | -2.7% | 38,685 | -7.3% | 0.40% | -13.4% |
| Q4 2018 | $2,177,000 | +2.8% | 41,743 | +10.5% | 0.46% | +5.2% |
| Q3 2018 | $2,118,000 | +179.4% | 37,766 | +164.2% | 0.44% | +155.2% |
| Q2 2018 | $758,000 | +26.1% | 14,292 | +25.6% | 0.17% | +11.7% |
| Q1 2018 | $601,000 | – | 11,381 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |