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 | $721,733 | -1.9% | 9,743 | +0.6% | 0.20% | -4.8% |
| Q1 2024 | $735,736 | -16.6% | 9,683 | -23.0% | 0.21% | -23.6% |
| Q4 2023 | $881,701 | +31.1% | 12,578 | +20.5% | 0.27% | +20.4% |
| 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 | 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% |