SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $750,689 | -14.1% | 10,184 | -11.4% | 0.01% | -40.9% |
| Q1 2024 | $873,437 | +14.9% | 11,496 | +6.0% | 0.02% | +4.8% |
| Q4 2023 | $760,131 | +19.6% | 10,844 | +10.0% | 0.02% | -4.5% |
| Q3 2023 | $635,606 | -4.7% | 9,860 | -0.8% | 0.02% | -4.3% |
| Q2 2023 | $666,924 | -10.5% | 9,941 | -12.5% | 0.02% | -11.5% |
| Q1 2023 | $745,251 | +245.9% | 11,364 | +248.3% | 0.03% | +136.4% |
| Q4 2022 | $215,423 | -11.7% | 3,263 | -4.6% | 0.01% | -8.3% |
| Q1 2022 | $244,000 | – | 3,420 | – | 0.01% | – |
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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% |