SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 708 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $418,342 | +12.0% | 5,968 | +3.0% | 0.03% | -6.2% |
| Q3 2023 | $373,365 | +8.0% | 5,793 | +12.4% | 0.03% | +10.3% |
| Q2 2023 | $345,761 | +0.4% | 5,153 | -1.8% | 0.03% | -9.4% |
| Q1 2023 | $344,324 | +0.3% | 5,250 | +0.9% | 0.03% | -8.6% |
| Q4 2022 | $343,438 | -17.8% | 5,202 | -22.5% | 0.04% | +45.8% |
| Q3 2022 | $418,000 | +0.7% | 6,708 | +1.6% | 0.02% | 0.0% |
| Q2 2022 | $415,000 | -1.7% | 6,601 | +11.6% | 0.02% | +20.0% |
| Q1 2022 | $422,000 | +91.0% | 5,915 | +83.5% | 0.02% | -13.0% |
| Q2 2021 | $221,000 | – | 3,223 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |