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 | $315,089 | -2.5% | 4,253 | 0.0% | 0.06% | -7.2% |
Q1 2024 | $323,170 | +6.5% | 4,253 | -1.7% | 0.07% | -13.8% |
Q4 2023 | $303,418 | +12.4% | 4,328 | +3.3% | 0.08% | +1.3% |
Q3 2023 | $269,982 | -8.0% | 4,188 | -4.2% | 0.08% | -4.8% |
Q2 2023 | $293,409 | +2.3% | 4,373 | 0.0% | 0.08% | -9.8% |
Q1 2023 | $286,805 | – | 4,373 | – | 0.09% | – |
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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% |