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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,219 | -33.4% | 8,132 | -30.7% | 0.10% | -26.8% |
| Q2 2023 | $787,234 | +1.6% | 11,734 | -0.7% | 0.14% | -9.8% |
| Q1 2023 | $774,748 | +3.1% | 11,813 | +3.8% | 0.15% | -4.4% |
| Q4 2022 | $751,280 | -95.5% | 11,380 | -95.8% | 0.16% | -90.5% |
| Q2 2022 | $16,792,000 | +215.6% | 269,010 | +261.0% | 1.68% | +263.0% |
| Q1 2022 | $5,320,000 | -57.0% | 74,525 | -55.9% | 0.46% | -53.8% |
| Q4 2021 | $12,369,000 | +1.5% | 168,911 | -6.5% | 1.00% | -6.7% |
| Q3 2021 | $12,191,000 | -57.6% | 180,663 | -57.1% | 1.07% | -22.8% |
| Q2 2021 | $28,782,000 | +372.7% | 420,974 | +351.3% | 1.39% | +124.6% |
| Q1 2021 | $6,089,000 | +2251.0% | 93,272 | +2041.7% | 0.62% | +1963.3% |
| Q4 2020 | $259,000 | +5.7% | 4,355 | +0.4% | 0.03% | 0.0% |
| Q3 2020 | $245,000 | +6.1% | 4,336 | -6.0% | 0.03% | -26.8% |
| Q2 2020 | $231,000 | -97.6% | 4,615 | -97.9% | 0.04% | -98.0% |
| Q1 2020 | $9,561,000 | -16.7% | 215,959 | +13.1% | 2.06% | -6.1% |
| Q4 2019 | $11,478,000 | +10.4% | 190,912 | +4.1% | 2.19% | +8.6% |
| Q3 2019 | $10,399,000 | -99.9% | 183,312 | +3.5% | 2.02% | -12.9% |
| Q2 2019 | $10,012,620,000 | +102383.3% | 177,094 | -0.8% | 2.32% | -16.2% |
| Q1 2019 | $9,770,000 | +40.9% | 178,477 | +26.8% | 2.76% | +35.0% |
| Q4 2018 | $6,936,000 | +2826.6% | 140,724 | +3171.1% | 2.05% | +3149.2% |
| Q3 2018 | $237,000 | – | 4,302 | – | 0.06% | – |
Download | ||||||
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% |