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 | $2,166,670 | -3.8% | 29,248 | -1.3% | 0.10% | -10.5% |
| Q1 2024 | $2,252,491 | +11.1% | 29,647 | +2.5% | 0.11% | -4.2% |
| Q4 2023 | $2,028,076 | +10.5% | 28,931 | +1.6% | 0.12% | -11.9% |
| Q3 2023 | $1,835,276 | +9.1% | 28,472 | +13.5% | 0.14% | +12.5% |
| Q2 2023 | $1,682,327 | +2.4% | 25,076 | +0.1% | 0.12% | +2.6% |
| Q1 2023 | $1,642,599 | +8.4% | 25,047 | +9.2% | 0.12% | 0.0% |
| Q4 2022 | $1,514,795 | +32.2% | 22,944 | +17.2% | 0.12% | +21.9% |
| Q3 2022 | $1,146,000 | +0.7% | 19,578 | +7.3% | 0.10% | +5.5% |
| Q2 2022 | $1,138,000 | +8.9% | 18,238 | +24.6% | 0.09% | +30.0% |
| Q1 2022 | $1,045,000 | +15.1% | 14,632 | +18.0% | 0.07% | +18.6% |
| Q4 2021 | $908,000 | +55.7% | 12,404 | +45.5% | 0.06% | +28.3% |
| Q2 2021 | $583,000 | +4.5% | 8,527 | -0.3% | 0.05% | -14.8% |
| Q1 2021 | $558,000 | +17.0% | 8,555 | +6.7% | 0.05% | +8.0% |
| Q4 2020 | $477,000 | -21.0% | 8,018 | -33.5% | 0.05% | -45.1% |
| Q2 2020 | $604,000 | +27.2% | 12,049 | +52.4% | 0.09% | +51.7% |
| Q4 2019 | $475,000 | – | 7,906 | – | 0.06% | – |
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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% |