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 | $2,449 | -11.0% | 38 | -7.3% | 0.00% | 0.0% |
| Q2 2023 | $2,751 | +2.3% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,689 | -0.7% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,707 | +35.4% | 41 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -33.3% | 41 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 41 | -4.7% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | -57.1% | 43 | -58.3% | 0.00% | -50.0% |
| Q2 2021 | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 103 | -14.2% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $6,000 | -14.3% | 120 | -20.0% | 0.00% | -25.0% |
| Q1 2020 | $7,000 | -22.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 150 | – | 0.00% | – |
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% |