SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $485,000 | -5.6% | 8,288 | +0.7% | 0.06% | -7.6% |
| Q2 2022 | $514,000 | -12.0% | 8,233 | +0.6% | 0.07% | -12.0% |
| Q1 2022 | $584,000 | -2.2% | 8,184 | +0.4% | 0.08% | +4.2% |
| Q4 2021 | $597,000 | +9.1% | 8,148 | +0.6% | 0.07% | +5.9% |
| Q3 2021 | $547,000 | -3.0% | 8,102 | +0.5% | 0.07% | +3.0% |
| Q2 2021 | $564,000 | +7.2% | 8,060 | 0.0% | 0.07% | +3.1% |
| Q1 2021 | $526,000 | +37.3% | 8,060 | +26.4% | 0.06% | +25.5% |
| Q4 2019 | $383,000 | +5.8% | 6,378 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $362,000 | +1.1% | 6,378 | 0.0% | 0.05% | +4.0% |
| Q2 2019 | $358,000 | +2.6% | 6,378 | 0.0% | 0.05% | +2.0% |
| Q1 2019 | $349,000 | +11.1% | 6,378 | 0.0% | 0.05% | +2.1% |
| Q4 2018 | $314,000 | -12.5% | 6,378 | 0.0% | 0.05% | -4.0% |
| Q3 2018 | $359,000 | +5.9% | 6,378 | 0.0% | 0.05% | +8.7% |
| Q2 2018 | $339,000 | +0.6% | 6,378 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $337,000 | -3.4% | 6,378 | 0.0% | 0.05% | +2.2% |
| Q4 2017 | $349,000 | +5.4% | 6,378 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $331,000 | – | 6,378 | – | 0.04% | – |
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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% |