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 | $10,247,291 | +963.9% | 158,971 | +1007.3% | 0.52% | +1019.6% |
| Q2 2023 | $963,173 | +2.6% | 14,356 | +0.3% | 0.05% | -20.7% |
| Q1 2023 | $938,657 | -2.2% | 14,313 | -1.6% | 0.06% | -14.7% |
| Q4 2022 | $960,247 | +19.6% | 14,545 | +6.0% | 0.07% | +3.0% |
| Q3 2022 | $803,000 | -6.6% | 13,724 | -0.4% | 0.07% | -8.3% |
| Q2 2022 | $860,000 | -28.3% | 13,784 | -18.0% | 0.07% | -15.3% |
| Q1 2022 | $1,199,000 | +18.6% | 16,802 | +21.6% | 0.08% | +11.8% |
| Q4 2021 | $1,011,000 | +13.1% | 13,814 | +4.2% | 0.08% | -38.2% |
| Q3 2021 | $894,000 | +5.2% | 13,255 | +6.6% | 0.12% | -19.1% |
| Q2 2021 | $850,000 | +0.6% | 12,436 | -3.9% | 0.15% | -6.7% |
| Q1 2021 | $845,000 | +44.7% | 12,946 | +31.9% | 0.16% | +3.2% |
| Q4 2020 | $584,000 | – | 9,817 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |