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 | $161,859 | +96244.6% | 2,511 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $168 | +1.8% | 2,511 | 0.0% | 0.08% | -5.1% |
| Q1 2023 | $165 | +28.9% | 2,511 | +29.7% | 0.08% | +19.7% |
| Q4 2022 | $128 | -99.9% | 1,936 | -25.9% | 0.07% | -16.5% |
| Q3 2022 | $153,000 | -6.1% | 2,611 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $163,000 | -12.4% | 2,611 | 0.0% | 0.08% | +6.7% |
| Q1 2022 | $186,000 | +2.2% | 2,611 | +5.2% | 0.08% | +10.3% |
| Q4 2021 | $182,000 | +9.0% | 2,481 | 0.0% | 0.07% | -2.9% |
| Q3 2021 | $167,000 | -2.9% | 2,481 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $172,000 | +6.2% | 2,481 | 0.0% | 0.07% | -9.0% |
| Q1 2021 | $162,000 | -2.4% | 2,481 | -10.8% | 0.08% | -8.2% |
| Q4 2020 | $166,000 | +2.5% | 2,781 | 0.0% | 0.08% | -1.2% |
| Q3 2020 | $162,000 | +16.5% | 2,781 | 0.0% | 0.09% | 0.0% |
| Q2 2020 | $139,000 | +5.3% | 2,781 | +3.3% | 0.09% | -3.4% |
| Q1 2020 | $132,000 | -17.0% | 2,691 | +1.7% | 0.09% | -14.4% |
| Q4 2019 | $159,000 | +6.0% | 2,646 | +0.2% | 0.10% | -2.8% |
| Q3 2019 | $150,000 | -9.6% | 2,641 | -10.3% | 0.11% | -11.6% |
| Q2 2019 | $166,000 | +3.1% | 2,944 | 0.0% | 0.12% | -3.2% |
| Q1 2019 | $161,000 | +11.0% | 2,944 | +0.3% | 0.12% | -0.8% |
| Q4 2018 | $145,000 | -4.6% | 2,934 | +0.8% | 0.13% | +17.8% |
| Q3 2018 | $152,000 | -5.6% | 2,911 | +0.1% | 0.11% | +3.9% |
| Q2 2018 | $161,000 | +4.5% | 2,909 | +0.0% | 0.10% | -4.6% |
| Q1 2018 | $154,000 | -2.5% | 2,908 | +0.7% | 0.11% | -14.3% |
| Q4 2017 | $158,000 | – | 2,889 | – | 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% |