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 | $214,330 | -3.9% | 3,325 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $223,074 | +2.3% | 3,325 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $218,054 | -0.7% | 3,325 | 0.0% | 0.06% | -7.7% |
| Q4 2022 | $219,517 | +12.6% | 3,325 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $195,000 | -6.2% | 3,325 | 0.0% | 0.06% | -4.4% |
| Q2 2022 | $208,000 | -17.5% | 3,325 | -5.9% | 0.07% | -13.9% |
| Q1 2022 | $252,000 | -8.7% | 3,535 | -6.1% | 0.08% | -10.2% |
| Q4 2021 | $276,000 | +8.2% | 3,765 | 0.0% | 0.09% | -3.3% |
| Q3 2021 | $255,000 | -1.2% | 3,765 | 0.0% | 0.09% | -2.2% |
| Q2 2021 | $258,000 | +4.9% | 3,765 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $246,000 | +9.3% | 3,765 | 0.0% | 0.09% | +2.2% |
| Q4 2020 | $225,000 | +14.2% | 3,765 | 0.0% | 0.09% | +1.1% |
| Q3 2020 | $197,000 | -1.0% | 3,765 | -4.8% | 0.09% | -5.2% |
| Q2 2020 | $199,000 | -15.0% | 3,956 | -24.9% | 0.10% | -38.5% |
| Q1 2020 | $234,000 | -12.0% | 5,267 | +19.4% | 0.16% | -10.3% |
| Q4 2019 | $266,000 | – | 4,411 | – | 0.17% | – |
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% |