SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 289 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,774,000 | -4.8% | 110,635 | -8.6% | 0.19% | -13.4% |
| Q2 2020 | $6,065,000 | +9.3% | 121,039 | -3.4% | 0.22% | -6.3% |
| Q1 2020 | $5,548,000 | -20.2% | 125,327 | +8.4% | 0.24% | +1.7% |
| Q4 2019 | $6,951,000 | +7.4% | 115,653 | +1.4% | 0.24% | +2.2% |
| Q3 2019 | $6,475,000 | -3.0% | 114,050 | -4.1% | 0.23% | -0.4% |
| Q2 2019 | $6,677,000 | +0.1% | 118,935 | -2.2% | 0.23% | +0.9% |
| Q1 2019 | $6,668,000 | +16.7% | 121,635 | +4.9% | 0.23% | +1.3% |
| Q4 2018 | $5,716,000 | +2.4% | 115,920 | +16.3% | 0.23% | +18.3% |
| Q3 2018 | $5,583,000 | +3.8% | 99,686 | -1.8% | 0.19% | -5.9% |
| Q2 2018 | $5,381,000 | +4661.9% | 101,464 | +4808.8% | 0.20% | +4975.0% |
| Q4 2017 | $113,000 | -57.8% | 2,067 | -60.4% | 0.00% | -66.7% |
| Q3 2017 | $268,000 | -50.0% | 5,217 | -50.9% | 0.01% | -50.0% |
| Q2 2017 | $536,000 | +137.2% | 10,620 | +125.8% | 0.02% | +118.2% |
| Q4 2016 | $226,000 | – | 4,703 | – | 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% |