SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 680 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $418,264 | -17.8% | 5,646 | -15.7% | 0.08% | +9.0% |
| Q1 2024 | $508,770 | +1.7% | 6,696 | -6.2% | 0.08% | -17.0% |
| Q4 2023 | $500,325 | -0.5% | 7,137 | -8.5% | 0.09% | -10.5% |
| Q3 2023 | $503,024 | -7.7% | 7,803 | -3.9% | 0.10% | -3.7% |
| Q2 2023 | $544,788 | -3.1% | 8,120 | -5.2% | 0.11% | -7.6% |
| Q1 2023 | $561,994 | +97808.4% | 8,569 | -1.5% | 0.12% | -5.6% |
| Q4 2022 | $574 | -99.9% | 8,699 | -13.8% | 0.12% | -10.7% |
| Q3 2022 | $590,000 | -9.5% | 10,094 | -3.5% | 0.14% | -2.1% |
| Q2 2022 | $652,000 | -12.5% | 10,459 | +0.1% | 0.14% | 0.0% |
| Q1 2022 | $745,000 | -3.6% | 10,449 | -1.1% | 0.14% | -1.4% |
| Q4 2021 | $773,000 | +2.7% | 10,563 | -5.3% | 0.14% | -8.2% |
| Q3 2021 | $753,000 | -4.4% | 11,160 | -3.2% | 0.16% | -3.1% |
| Q2 2021 | $788,000 | 0.0% | 11,530 | -4.5% | 0.16% | -6.9% |
| Q1 2021 | $788,000 | +10.1% | 12,078 | +0.4% | 0.18% | +0.6% |
| Q4 2020 | $716,000 | -9.8% | 12,031 | -20.9% | 0.17% | -20.2% |
| Q3 2020 | $794,000 | -1.4% | 15,215 | -5.4% | 0.22% | -8.8% |
| Q2 2020 | $805,000 | +7.5% | 16,083 | -5.0% | 0.24% | -6.6% |
| Q1 2020 | $749,000 | -29.9% | 16,938 | -4.7% | 0.26% | -12.9% |
| Q4 2019 | $1,068,000 | +7.2% | 17,766 | +1.2% | 0.29% | -1.0% |
| Q3 2019 | $996,000 | -0.5% | 17,557 | -1.6% | 0.30% | -2.9% |
| Q2 2019 | $1,001,000 | +6.3% | 17,835 | +3.6% | 0.31% | -41.8% |
| Q1 2019 | $942,000 | +14.9% | 17,223 | +3.5% | 0.53% | +1.2% |
| Q4 2018 | $820,000 | +4.2% | 16,646 | +18.5% | 0.52% | +20.1% |
| Q3 2018 | $787,000 | +15.9% | 14,045 | +9.8% | 0.43% | +7.7% |
| Q2 2018 | $679,000 | +8.3% | 12,788 | +7.7% | 0.40% | +7.2% |
| Q1 2018 | $627,000 | -1.6% | 11,871 | +1.9% | 0.38% | -2.8% |
| Q4 2017 | $637,000 | +4.8% | 11,652 | -0.7% | 0.39% | -5.2% |
| Q3 2017 | $608,000 | 0.0% | 11,738 | -3.1% | 0.41% | -5.6% |
| Q2 2017 | $608,000 | +3.8% | 12,117 | +2.7% | 0.43% | +0.5% |
| Q1 2017 | $586,000 | +19.8% | 11,804 | +15.9% | 0.43% | +10.3% |
| Q4 2016 | $489,000 | +80.4% | 10,188 | +71.3% | 0.39% | +72.1% |
| Q3 2016 | $271,000 | +16.3% | 5,949 | +14.3% | 0.23% | +10.2% |
| Q2 2016 | $233,000 | – | 5,204 | – | 0.20% | – |
Download | ||||||
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% |