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 | $448,191 | -2.0% | 6,953 | +2.0% | 0.04% | -2.7% |
Q2 2023 | $457,487 | +2.3% | 6,819 | 0.0% | 0.04% | -5.1% |
Q1 2023 | $447,191 | +1.7% | 6,819 | +2.4% | 0.04% | 0.0% |
Q4 2022 | $439,759 | +10.8% | 6,661 | -1.8% | 0.04% | 0.0% |
Q3 2022 | $397,000 | -5.7% | 6,781 | +0.6% | 0.04% | -4.9% |
Q2 2022 | $421,000 | -12.5% | 6,741 | 0.0% | 0.04% | 0.0% |
Q1 2022 | $481,000 | -5.7% | 6,741 | -3.3% | 0.04% | -6.8% |
Q4 2021 | $510,000 | +8.5% | 6,971 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $470,000 | +23.7% | 6,971 | +25.5% | 0.04% | +22.2% |
Q2 2021 | $380,000 | -3.6% | 5,553 | -8.0% | 0.04% | -12.2% |
Q1 2021 | $394,000 | +21.6% | 6,038 | +10.8% | 0.04% | +10.8% |
Q4 2020 | $324,000 | +14.1% | 5,449 | 0.0% | 0.04% | -2.6% |
Q3 2020 | $284,000 | +34.0% | 5,449 | +29.0% | 0.04% | +18.8% |
Q2 2020 | $212,000 | – | 4,224 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |