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 | $234,019 | -38.4% | 3,159 | -36.8% | 0.01% | -40.0% |
| Q1 2024 | $379,753 | +71.5% | 4,998 | +58.2% | 0.01% | +42.9% |
| Q4 2023 | $221,446 | -49.9% | 3,159 | -53.9% | 0.01% | -56.2% |
| Q3 2023 | $441,938 | -38.1% | 6,856 | -35.6% | 0.02% | -40.7% |
| Q2 2023 | $714,308 | +244.8% | 10,647 | +237.0% | 0.03% | +200.0% |
| Q1 2023 | $207,168 | -51.1% | 3,159 | -50.7% | 0.01% | -55.0% |
| Q4 2022 | $423,452 | +20.0% | 6,414 | +6.5% | 0.02% | +5.3% |
| Q3 2022 | $353,000 | +73.9% | 6,025 | +117.5% | 0.02% | +111.1% |
| Q4 2021 | $203,000 | – | 2,770 | – | 0.01% | – |
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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% |