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 | $672,628 | -17.4% | 10,435 | -14.0% | 0.22% | -15.1% |
| Q2 2023 | $813,844 | -85.0% | 12,131 | -85.3% | 0.26% | -85.1% |
| Q1 2023 | $5,434,476 | +10.3% | 82,387 | +10.4% | 1.78% | +1.0% |
| Q4 2022 | $4,926,956 | +9.5% | 74,628 | -3.0% | 1.76% | +7.8% |
| Q3 2022 | $4,500,000 | +15.9% | 76,911 | +23.6% | 1.63% | +23.2% |
| Q2 2022 | $3,883,000 | -24.5% | 62,205 | -13.6% | 1.32% | -11.7% |
| Q1 2022 | $5,141,000 | +18.2% | 72,012 | +21.2% | 1.50% | +20.1% |
| Q4 2021 | $4,350,000 | +17.1% | 59,407 | +7.9% | 1.25% | -34.6% |
| Q3 2021 | $3,715,000 | -3.5% | 55,051 | -2.2% | 1.91% | +59.2% |
| Q2 2021 | $3,848,000 | +15.9% | 56,281 | +10.7% | 1.20% | +8.6% |
| Q1 2021 | $3,320,000 | – | 50,855 | – | 1.10% | – |
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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% |