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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $393,666 | +14.2% | 5,119 | +9.1% | 0.02% | 0.0% |
| Q1 2024 | $344,634 | +45.6% | 4,694 | +38.3% | 0.02% | +36.4% |
| Q4 2023 | $236,665 | +12.5% | 3,393 | +0.3% | 0.01% | 0.0% |
| Q3 2023 | $210,456 | -15.3% | 3,384 | -6.5% | 0.01% | -15.4% |
| Q2 2023 | $248,399 | +10.5% | 3,620 | +7.1% | 0.01% | 0.0% |
| Q1 2023 | $224,877 | +8.6% | 3,381 | -7.8% | 0.01% | -56.7% |
| Q2 2019 | $207,000 | +1.5% | 3,666 | +0.7% | 0.03% | 0.0% |
| Q1 2019 | $204,000 | +142.9% | 3,641 | +125.6% | 0.03% | +130.8% |
| Q3 2018 | $84,000 | -1.2% | 1,614 | +1.4% | 0.01% | 0.0% |
| Q2 2018 | $85,000 | +1.2% | 1,591 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $84,000 | -2.3% | 1,591 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $86,000 | +1620.0% | 1,581 | +1497.0% | 0.01% | +1300.0% |
| Q3 2017 | $5,000 | +66.7% | 99 | +76.8% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -40.0% | 56 | -42.9% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | – | 98 | – | 0.00% | – |
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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% |