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% | – |
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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% |