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 | $370,400 | -2.5% | 5,000 | 0.0% | 0.04% | -9.3% |
| Q1 2024 | $379,900 | +8.4% | 5,000 | 0.0% | 0.04% | +7.5% |
| Q4 2023 | $350,500 | -8.6% | 5,000 | -15.9% | 0.04% | -18.4% |
| Q3 2023 | $383,279 | +13.4% | 5,946 | +18.0% | 0.05% | +25.6% |
| Q2 2023 | $337,932 | +3.1% | 5,037 | +0.7% | 0.04% | -7.1% |
| Q1 2023 | $327,900 | -0.7% | 5,000 | 0.0% | 0.04% | -2.3% |
| Q4 2022 | $330,100 | +12.7% | 5,000 | 0.0% | 0.04% | -2.3% |
| Q3 2022 | $293,000 | -6.1% | 5,000 | 0.0% | 0.04% | -2.2% |
| Q2 2022 | $312,000 | -18.8% | 5,000 | -6.9% | 0.04% | -15.1% |
| Q1 2022 | $384,000 | – | 5,373 | – | 0.05% | – |
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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% |