SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 708 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,436,203 | +0.2% | 46,385 | +2.8% | 0.11% | -6.9% |
| Q1 2024 | $3,428,144 | +7.5% | 45,119 | -1.2% | 0.12% | -2.5% |
| Q4 2023 | $3,189,306 | +15.1% | 45,672 | +6.3% | 0.12% | -9.2% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |