SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,013,620 | -2.5% | 40,681 | 0.0% | 0.31% | -4.0% |
| Q1 2024 | $3,090,913 | +8.4% | 40,681 | 0.0% | 0.32% | +1.6% |
| Q4 2023 | $2,851,711 | +16.5% | 40,681 | +7.1% | 0.32% | +10.5% |
| Q3 2023 | $2,448,230 | -4.5% | 37,981 | -0.6% | 0.29% | 0.0% |
| Q2 2023 | $2,563,147 | +1.5% | 38,205 | -0.8% | 0.29% | -2.7% |
| Q1 2023 | $2,525,657 | +2.8% | 38,513 | +3.5% | 0.30% | -3.3% |
| Q4 2022 | $2,456,051 | +168.4% | 37,202 | +137.7% | 0.30% | +146.0% |
| Q3 2022 | $915,000 | +22775.0% | 15,650 | +16910.9% | 0.12% | +12300.0% |
| Q4 2018 | $4,000 | – | 92 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Avantax Planning Partners, Inc. | 6,661,403 | $400,484,000 | 23.56% |
| BALLAST ADVISORS LLC | 321,590 | $19,334,000 | 14.22% |
| APPLETON GROUP, LLC | 181,058 | $10,885,000 | 13.81% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 211,449 | $12,712,000 | 11.22% |
| Tiller Private Wealth, Inc. | 229,743 | $13,812,000 | 11.18% |
| Mokosak Advisory Group, LLC | 292,116 | $17,547,000 | 10.61% |
| MARSHALL FINANCIAL GROUP INC /ADV | 244,427 | $14,695,000 | 9.93% |
| MATHER GROUP, LLC. | 2,536,950 | $152,521,000 | 9.57% |
| Foster Victor Wealth Advisors, LLC | 363,331 | $21,771,000 | 9.43% |
| Affinity Capital Advisors, LLC | 234,103 | $14,074,000 | 9.26% |