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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,237,968 | +6.1% | 16,293 | -2.1% | 0.80% | -2.0% |
| Q4 2023 | $1,167,073 | +5.5% | 16,649 | -3.0% | 0.81% | -6.5% |
| Q3 2023 | $1,106,388 | -9.0% | 17,164 | -5.3% | 0.87% | -5.8% |
| Q2 2023 | $1,215,698 | +1.6% | 18,120 | -0.7% | 0.92% | +0.1% |
| Q1 2023 | $1,196,646 | -4.4% | 18,247 | -3.7% | 0.92% | -10.7% |
| Q4 2022 | $1,251,388 | – | 18,955 | – | 1.03% | – |
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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% |