SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $205,000 | -9.3% | 2,795 | -15.4% | 0.02% | -19.4% |
| Q2 2021 | $226,000 | +4.6% | 3,302 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $216,000 | -11.5% | 3,302 | -19.5% | 0.03% | -16.2% |
| Q4 2020 | $244,000 | -5.1% | 4,104 | -16.6% | 0.04% | -19.6% |
| Q3 2020 | $257,000 | -23.5% | 4,922 | -26.6% | 0.05% | -31.3% |
| Q2 2020 | $336,000 | -18.8% | 6,705 | -28.3% | 0.07% | -41.7% |
| Q1 2020 | $414,000 | +32.3% | 9,357 | +79.8% | 0.12% | +62.0% |
| Q4 2019 | $313,000 | +9.8% | 5,203 | +3.6% | 0.07% | 0.0% |
| Q3 2019 | $285,000 | -4.4% | 5,024 | -5.5% | 0.07% | -2.7% |
| Q2 2019 | $298,000 | +12.0% | 5,317 | +9.5% | 0.07% | +7.4% |
| Q1 2019 | $266,000 | +11.3% | 4,854 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $239,000 | – | 4,854 | – | 0.07% | – |
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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% |