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 | $236,840 | -45.2% | 3,674 | -43.0% | 0.07% | +11.7% |
| Q2 2023 | $432,328 | +10.3% | 6,444 | +8.6% | 0.06% | -49.2% |
| Q1 2023 | $391,829 | 0.0% | 5,935 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $391,829 | +9.1% | 5,935 | -3.3% | 0.12% | 0.0% |
| Q3 2022 | $359,000 | -7.9% | 6,140 | -1.8% | 0.12% | -2.5% |
| Q2 2022 | $390,000 | -57.2% | 6,255 | -51.1% | 0.12% | -2.4% |
| Q1 2022 | $912,000 | +118.2% | 12,780 | +124.1% | 0.12% | +10.7% |
| Q4 2021 | $418,000 | +17.7% | 5,703 | +8.3% | 0.11% | +14.3% |
| Q3 2021 | $355,000 | – | 5,265 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |