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 | 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% |