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 | $717,955 | -22.0% | 11,138 | -18.9% | 0.50% | -18.6% |
| Q2 2023 | $921,012 | -3.1% | 13,728 | -5.3% | 0.62% | -6.8% |
| Q1 2023 | $950,451 | -0.1% | 14,493 | +0.6% | 0.66% | -7.2% |
| Q4 2022 | $951,546 | +7.2% | 14,413 | -5.0% | 0.71% | +2.3% |
| Q3 2022 | $888,000 | -6.2% | 15,170 | 0.0% | 0.70% | +4.3% |
| Q2 2022 | $947,000 | -6.4% | 15,170 | +7.0% | 0.67% | +8.4% |
| Q1 2022 | $1,012,000 | +37.9% | 14,171 | +41.5% | 0.62% | +31.9% |
| Q4 2021 | $734,000 | +6.4% | 10,018 | -2.0% | 0.47% | +14.2% |
| Q3 2021 | $690,000 | -1.4% | 10,218 | -0.2% | 0.41% | -2.2% |
| Q2 2021 | $700,000 | +15.1% | 10,237 | +9.9% | 0.42% | +54.2% |
| Q1 2021 | $608,000 | +19.0% | 9,312 | +8.5% | 0.27% | -24.1% |
| Q4 2020 | $511,000 | +42.3% | 8,580 | +24.7% | 0.36% | +6.6% |
| Q3 2020 | $359,000 | -26.0% | 6,882 | -28.8% | 0.34% | -23.2% |
| Q2 2020 | $485,000 | +11.8% | 9,671 | -1.3% | 0.44% | -9.7% |
| Q1 2020 | $434,000 | +2.8% | 9,801 | +39.5% | 0.48% | +25.8% |
| Q4 2019 | $422,000 | -4.5% | 7,026 | -9.7% | 0.38% | -15.6% |
| Q3 2019 | $442,000 | -4.3% | 7,783 | -5.4% | 0.46% | -6.2% |
| Q2 2019 | $462,000 | +3.8% | 8,231 | -66.9% | 0.48% | +1369.7% |
| Q1 2019 | $445,000 | – | 24,835 | – | 0.03% | – |
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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% |