Legacy Bridge, LLC - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
Legacy Bridge, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$3,799
+8.4%
500.0%0.00%0.0%
Q4 2023$3,505
+8.7%
500.0%0.00%0.0%
Q3 2023$3,223
-3.9%
500.0%0.00%0.0%
Q2 2023$3,355
+2.3%
500.0%0.00%0.0%
Q1 2023$3,279
-0.7%
500.0%0.00%0.0%
Q4 2022$3,301
+10.0%
500.0%0.00%0.0%
Q3 2022$3,0000.0%500.0%0.00%0.0%
Q2 2022$3,000
-25.0%
500.0%0.00%0.0%
Q1 2022$4,0000.0%500.0%0.00%0.0%
Q4 2021$4,000
+33.3%
500.0%0.00%0.0%
Q3 2021$3,0000.0%500.0%0.00%0.0%
Q2 2021$3,0000.0%500.0%0.00%0.0%
Q1 2021$3,0000.0%500.0%0.00%0.0%
Q4 2020$3,0000.0%500.0%0.00%
-33.3%
Q3 2020$3,0000.0%500.0%0.00%0.0%
Q2 2020$3,000
+50.0%
500.0%0.00%0.0%
Q1 2020$2,000
-33.3%
500.0%0.00%
+50.0%
Q4 2019$3,0000.0%500.0%0.00%
-33.3%
Q3 2019$3,0000.0%500.0%0.00%0.0%
Q2 2019$3,0000.0%500.0%0.00%0.0%
Q1 2019$3,000
+50.0%
500.0%0.00%
+50.0%
Q4 2018$2,000–50–0.00%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mokosak Advisory Group, LLC 884,548$65,527,54021.66%
Northern Capital Management, Inc. 400,547$29,672,49019.80%
HRC WEALTH MANAGEMENT, LLC 389,917$28,885,07619.78%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 907,154$67,600,05015.94%
Financial Advisors, LLC 899,034$66,600,44813.62%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 522,226$38,686,53813.17%
Dodds Wealth, LLC 444,887$32,935,00612.86%
Gemmer Asset Management LLC 1,337,883$99,110,36510.60%
MATHER GROUP, LLC. 11,127,954$845,501,97710.41%
Avantax Planning Partners, Inc. 4,020,474$297,836,7479.57%
View complete list of SCHWAB STRATEGIC TR shareholders