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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $5,451,000 | +54.8% | 123,139 | +110.3% | 0.57% | +84.4% |
Q4 2019 | $3,522,000 | +6.1% | 58,559 | +0.1% | 0.31% | +0.3% |
Q3 2019 | $3,321,000 | +3.0% | 58,526 | +1.9% | 0.31% | +1.7% |
Q2 2019 | $3,225,000 | +5.0% | 57,421 | +2.4% | 0.30% | +2.7% |
Q1 2019 | $3,071,000 | +22.0% | 56,064 | +9.9% | 0.29% | +3.2% |
Q4 2018 | $2,517,000 | +476.0% | 51,032 | +558.6% | 0.28% | +493.8% |
Q3 2018 | $437,000 | +49.1% | 7,749 | +40.6% | 0.05% | +2.1% |
Q2 2018 | $293,000 | – | 5,512 | – | 0.05% | – |
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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% |