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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $344,472 | -2.5% | 4,650 | 0.0% | 0.03% | -3.6% |
| Q1 2024 | $353,307 | +7.5% | 4,650 | -0.8% | 0.03% | 0.0% |
| Q4 2023 | $328,559 | +8.7% | 4,687 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $302,125 | -24.3% | 4,687 | -21.2% | 0.03% | -17.6% |
| Q2 2023 | $398,849 | +2.3% | 5,945 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $389,873 | -4.3% | 5,945 | -0.1% | 0.03% | -2.9% |
| Q4 2022 | $407,184 | +24.1% | 5,953 | +6.1% | 0.04% | +2.9% |
| Q3 2022 | $328,000 | -6.3% | 5,609 | -0.2% | 0.03% | 0.0% |
| Q2 2022 | $350,000 | +3.6% | 5,620 | +18.5% | 0.03% | +17.2% |
| Q1 2022 | $338,000 | +0.3% | 4,742 | +2.9% | 0.03% | 0.0% |
| Q4 2021 | $337,000 | +7.0% | 4,608 | -1.5% | 0.03% | +3.6% |
| Q3 2021 | $315,000 | -38.6% | 4,678 | -37.7% | 0.03% | -41.7% |
| Q2 2021 | $513,000 | +5.6% | 7,503 | +0.6% | 0.05% | 0.0% |
| Q1 2021 | $486,000 | +117.0% | 7,458 | +73.5% | 0.05% | +77.8% |
| Q3 2020 | $224,000 | -99.9% | 4,298 | +4.9% | 0.03% | +3.8% |
| Q2 2020 | $205,366,000 | +86188.2% | 4,098 | +3.2% | 0.03% | -16.1% |
| Q4 2019 | $238,000 | +7.7% | 3,970 | -0.4% | 0.03% | 0.0% |
| Q3 2019 | $221,000 | +10.0% | 3,986 | +8.3% | 0.03% | +3.3% |
| Q1 2019 | $201,000 | – | 3,681 | – | 0.03% | – |
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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% |