SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,113 | -71.3% | 177 | -70.6% | 0.00% | -50.0% |
| Q1 2024 | $45,741 | +8.4% | 602 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $42,201 | +8.7% | 602 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $38,806 | -3.9% | 602 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $40,388 | +2.3% | 602 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $39,480 | -0.7% | 602 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $39,745 | +13.6% | 602 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | -7.9% | 602 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -2.6% | 602 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -23.5% | 552 | -21.4% | 0.00% | 0.0% |
| Q4 2021 | $51,000 | +21.4% | 702 | +12.7% | 0.00% | 0.0% |
| Q3 2021 | $42,000 | +10.5% | 623 | +12.9% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | +31.0% | 552 | +23.8% | 0.00% | 0.0% |
| Q1 2021 | $29,000 | +2800.0% | 446 | +2023.8% | 0.00% | – |
| Q4 2020 | $1,000 | -98.0% | 21 | -98.1% | 0.00% | -100.0% |
| Q1 2015 | $49,000 | – | 1,122 | – | 0.01% | – |
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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% |