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 | $7,497,789 | -2.0% | 116,317 | +2.0% | 0.46% | -4.5% |
| Q2 2023 | $7,653,321 | +11.7% | 114,075 | +9.2% | 0.48% | +6.1% |
| Q1 2023 | $6,849,304 | +57.5% | 104,442 | +58.5% | 0.46% | +50.8% |
| Q4 2022 | $4,349,629 | +39.2% | 65,884 | +23.4% | 0.30% | +16.1% |
| Q3 2022 | $3,125,000 | -3.2% | 53,403 | +3.3% | 0.26% | -7.8% |
| Q2 2022 | $3,228,000 | -9.3% | 51,716 | +3.7% | 0.28% | -6.9% |
| Q1 2022 | $3,560,000 | +12.7% | 49,866 | +15.6% | 0.30% | +6.7% |
| Q4 2021 | $3,160,000 | +15.2% | 43,154 | +6.2% | 0.28% | +2.2% |
| Q3 2021 | $2,742,000 | +25.4% | 40,633 | +27.0% | 0.28% | +16.7% |
| Q2 2021 | $2,187,000 | +14.5% | 31,994 | +9.4% | 0.24% | -10.2% |
| Q1 2021 | $1,910,000 | +29.2% | 29,255 | +17.8% | 0.27% | -2.9% |
| Q4 2020 | $1,478,000 | +84.1% | 24,836 | +61.3% | 0.27% | +53.9% |
| Q3 2020 | $803,000 | +23.5% | 15,394 | +18.6% | 0.18% | +16.3% |
| Q2 2020 | $650,000 | +32.1% | 12,976 | +16.9% | 0.15% | +14.2% |
| Q1 2020 | $492,000 | – | 11,104 | – | 0.13% | – |
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% |