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% | – |
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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% |