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 | $3,142,882 | +8.6% | 48,757 | +13.1% | 0.16% | +5.3% |
Q2 2023 | $2,893,057 | +1.8% | 43,122 | -0.5% | 0.15% | -6.8% |
Q1 2023 | $2,842,675 | +0.3% | 43,347 | +0.9% | 0.16% | -9.0% |
Q4 2022 | $2,834,931 | +12.7% | 42,940 | -0.1% | 0.18% | -6.8% |
Q3 2022 | $2,515,000 | +614.5% | 42,979 | +633.6% | 0.19% | +354.8% |
Q4 2019 | $352,000 | +6.7% | 5,859 | +0.6% | 0.04% | -6.7% |
Q3 2019 | $330,000 | +33.1% | 5,825 | +32.0% | 0.04% | -16.7% |
Q3 2018 | $248,000 | +6.0% | 4,414 | +0.1% | 0.05% | -10.0% |
Q2 2018 | $234,000 | +3.1% | 4,409 | +0.1% | 0.06% | -1.6% |
Q1 2018 | $227,000 | -11.3% | 4,405 | -4.0% | 0.06% | -10.3% |
Q4 2017 | $256,000 | – | 4,590 | – | 0.07% | – |
Download |
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% |