SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,305,123 | +1.1% | 85,112 | +3.7% | 4.98% | +0.0% |
| Q1 2024 | $6,237,818 | +11.6% | 82,098 | +2.9% | 4.98% | +9.5% |
| Q4 2023 | $5,590,580 | -0.5% | 79,752 | -8.5% | 4.54% | -6.8% |
| Q3 2023 | $5,616,309 | -1.7% | 87,129 | +2.3% | 4.88% | +8.0% |
| Q2 2023 | $5,713,808 | +1.1% | 85,166 | -1.1% | 4.52% | -9.3% |
| Q1 2023 | $5,649,680 | -2.9% | 86,149 | -2.3% | 4.98% | +44.4% |
| Q4 2022 | $5,819,003 | +9.5% | 88,140 | -2.9% | 3.45% | +29.7% |
| Q3 2022 | $5,313,000 | -20.5% | 90,804 | -15.2% | 2.66% | -8.8% |
| Q2 2022 | $6,680,000 | -9.7% | 107,022 | +3.2% | 2.92% | +4.2% |
| Q1 2022 | $7,400,000 | -14.3% | 103,657 | -12.1% | 2.80% | -10.0% |
| Q4 2021 | $8,636,000 | -7.0% | 117,950 | -14.3% | 3.11% | -8.7% |
| Q3 2021 | $9,283,000 | -8.4% | 137,572 | -7.2% | 3.41% | -5.6% |
| Q2 2021 | $10,131,000 | +4.3% | 148,179 | -0.4% | 3.61% | -3.7% |
| Q1 2021 | $9,710,000 | -2.5% | 148,751 | -11.1% | 3.75% | +2.0% |
| Q4 2020 | $9,958,000 | +15.9% | 167,280 | +1.6% | 3.68% | +2.8% |
| Q3 2020 | $8,595,000 | +31.0% | 164,691 | +25.8% | 3.58% | +21.9% |
| Q2 2020 | $6,563,000 | – | 130,965 | – | 2.94% | – |
Download | ||||||
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% |