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 | $1,682,006 | +4.9% | 25,997 | +8.7% | 0.53% | +3.5% |
| Q2 2023 | $1,604,189 | -3.6% | 23,911 | -5.8% | 0.51% | -20.0% |
| Q1 2023 | $1,664,879 | +3.6% | 25,387 | +4.3% | 0.64% | -4.0% |
| Q4 2022 | $1,607,389 | +17.6% | 24,347 | +4.2% | 0.67% | +7.7% |
| Q3 2022 | $1,367,000 | -6.2% | 23,372 | +0.1% | 0.62% | +1.5% |
| Q2 2022 | $1,458,000 | +176.7% | 23,359 | +216.6% | 0.61% | +191.0% |
| Q1 2022 | $527,000 | – | 7,377 | – | 0.21% | – |
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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% |