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 | $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 | 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% |