SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 535 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $9,811 | -99.9% | 148,604 | +2.7% | 0.76% | +8.8% |
| Q3 2022 | $8,469,000 | -3.5% | 144,749 | +3.0% | 0.70% | +3.7% |
| Q2 2022 | $8,775,000 | -9.7% | 140,585 | +3.3% | 0.68% | +3.4% |
| Q1 2022 | $9,718,000 | +2.1% | 136,123 | +4.7% | 0.66% | +7.4% |
| Q4 2021 | $9,518,000 | +8.3% | 129,988 | -0.2% | 0.61% | -0.2% |
| Q3 2021 | $8,791,000 | -1.6% | 130,270 | -0.3% | 0.61% | -1.8% |
| Q2 2021 | $8,931,000 | -18.6% | 130,623 | -22.3% | 0.62% | -24.4% |
| Q1 2021 | $10,967,000 | +17.1% | 168,008 | +6.8% | 0.82% | +10.2% |
| Q4 2020 | $9,364,000 | +21.1% | 157,302 | +6.2% | 0.75% | +9.1% |
| Q3 2020 | $7,731,000 | – | 148,141 | – | 0.68% | – |
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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% |