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% | – |
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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% |