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 ↓ |
|---|---|---|---|
| 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% |