SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 454 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $11 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $11 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $10 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $10 | 0.0% | 150 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $10 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $10 | -100.0% | 150 | -66.7% | 0.01% | -61.5% |
| Q3 2022 | $26,000 | -7.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -12.5% | 450 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $32,000 | -71.7% | 450 | -71.0% | 0.01% | -70.0% |
| Q4 2021 | $113,000 | -18.1% | 1,550 | -24.4% | 0.04% | -20.0% |
| Q3 2021 | $138,000 | -15.9% | 2,050 | -14.6% | 0.05% | -16.7% |
| Q2 2021 | $164,000 | +4.5% | 2,400 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $157,000 | -24.9% | 2,400 | -31.7% | 0.06% | -25.0% |
| Q4 2020 | $209,000 | +7.7% | 3,515 | -5.4% | 0.08% | 0.0% |
| Q3 2020 | $194,000 | +13.5% | 3,715 | +8.8% | 0.08% | +8.1% |
| Q2 2020 | $171,000 | – | 3,415 | – | 0.07% | – |
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% |