SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 535 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $229,429 | +14.1% | 3,854 | 0.0% | 0.03% | -3.4% |
| Q3 2020 | $201,140 | -2.5% | 3,854 | -6.3% | 0.03% | -6.5% |
| Q2 2020 | $206,203 | -9.4% | 4,115 | -19.9% | 0.03% | -20.5% |
| Q1 2020 | $227,548 | -51.7% | 5,140 | -34.5% | 0.04% | -43.5% |
| Q4 2019 | $471,581 | +6.0% | 7,844 | 0.0% | 0.07% | -2.8% |
| Q3 2019 | $444,990 | +1.1% | 7,844 | 0.0% | 0.07% | -2.7% |
| Q2 2019 | $440,362 | +2.6% | 7,844 | 0.0% | 0.07% | -38.7% |
| Q1 2019 | $429,381 | – | 7,844 | – | 0.12% | – |
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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% |