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 | $5,314 | -6.3% | 82,435 | -2.4% | 0.02% | -13.0% |
| Q2 2023 | $5,669 | -5.7% | 84,504 | -7.9% | 0.02% | -14.8% |
| Q1 2023 | $6,014 | -6.4% | 91,711 | -5.8% | 0.03% | -15.6% |
| Q4 2022 | $6,425 | -99.9% | 97,316 | -1.0% | 0.03% | -5.9% |
| Q3 2022 | $5,753,000 | -7.2% | 98,318 | -1.0% | 0.03% | -10.5% |
| Q2 2022 | $6,201,000 | -20.9% | 99,342 | -9.5% | 0.04% | -17.4% |
| Q1 2022 | $7,839,000 | -20.2% | 109,806 | -18.1% | 0.05% | -24.6% |
| Q4 2021 | $9,819,000 | -14.1% | 134,097 | -20.9% | 0.06% | -23.8% |
| Q3 2021 | $11,437,000 | -65.3% | 169,484 | -64.8% | 0.08% | -68.4% |
| Q2 2021 | $32,950,000 | +8.9% | 481,937 | +4.0% | 0.25% | -8.0% |
| Q1 2021 | $30,250,000 | +18.6% | 463,386 | +8.2% | 0.28% | -13.8% |
| Q4 2020 | $25,505,000 | +19.0% | 428,447 | +4.3% | 0.32% | -0.9% |
| Q3 2020 | $21,433,000 | +2.0% | 410,665 | -2.1% | 0.32% | -15.7% |
| Q2 2020 | $21,020,000 | +28.0% | 419,482 | +13.1% | 0.38% | +5.8% |
| Q1 2020 | $16,418,000 | -22.7% | 370,852 | +5.0% | 0.36% | -14.9% |
| Q4 2019 | $21,236,000 | +4.9% | 353,233 | -1.1% | 0.42% | -10.9% |
| Q3 2019 | $20,252,000 | +20.4% | 356,993 | +19.2% | 0.48% | +6.7% |
| Q2 2019 | $16,815,000 | +7.4% | 299,519 | +4.7% | 0.45% | +32.7% |
| Q1 2019 | $15,653,000 | – | 285,949 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |