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 | $294,614 | -16.6% | 4,570 | -13.2% | 0.07% | -13.1% |
Q2 2023 | $353,329 | +2.3% | 5,266 | 0.0% | 0.08% | -3.4% |
Q1 2023 | $345,376 | -0.7% | 5,266 | 0.0% | 0.09% | -4.4% |
Q4 2022 | $347,693 | +12.9% | 5,266 | 0.0% | 0.09% | +4.6% |
Q3 2022 | $308,000 | -6.4% | 5,266 | -0.0% | 0.09% | -2.2% |
Q2 2022 | $329,000 | -12.5% | 5,267 | 0.0% | 0.09% | -4.3% |
Q1 2022 | $376,000 | -6.9% | 5,267 | -4.6% | 0.09% | -4.1% |
Q4 2021 | $404,000 | +6.3% | 5,521 | -2.0% | 0.10% | 0.0% |
Q3 2021 | $380,000 | -1.6% | 5,636 | -0.2% | 0.10% | -4.9% |
Q2 2021 | $386,000 | +4.6% | 5,645 | 0.0% | 0.10% | +1.0% |
Q1 2021 | $369,000 | +2.8% | 5,645 | -6.4% | 0.10% | +3.1% |
Q4 2020 | $359,000 | +14.0% | 6,030 | -0.1% | 0.10% | +3.2% |
Q3 2020 | $315,000 | -23.5% | 6,037 | -26.5% | 0.10% | -34.5% |
Q2 2020 | $412,000 | -67.9% | 8,214 | -71.7% | 0.14% | -73.2% |
Q1 2020 | $1,285,000 | -35.8% | 29,017 | -12.9% | 0.54% | -50.5% |
Q4 2019 | $2,003,000 | +7.5% | 33,312 | +1.4% | 1.10% | +0.5% |
Q3 2019 | $1,864,000 | +0.6% | 32,858 | -0.4% | 1.09% | -2.6% |
Q2 2019 | $1,852,000 | -3.7% | 32,982 | -6.2% | 1.12% | -5.2% |
Q1 2019 | $1,924,000 | +5.3% | 35,158 | -5.2% | 1.18% | -12.2% |
Q4 2018 | $1,828,000 | – | 37,089 | – | 1.35% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |