SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 672 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $302,098 | -16.8% | 4,078 | -14.6% | 0.01% | -23.1% |
| Q1 2024 | $362,956 | +8.4% | 4,777 | 0.0% | 0.01% | +8.3% |
| Q4 2023 | $334,868 | -0.8% | 4,777 | -8.8% | 0.01% | -20.0% |
| Q3 2023 | $337,577 | -3.9% | 5,237 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $351,350 | +38.6% | 5,237 | +35.5% | 0.02% | +25.0% |
| Q1 2023 | $253,499 | -26.5% | 3,865 | -26.1% | 0.01% | -89.9% |
| Q4 2022 | $345,078 | +29.7% | 5,227 | +15.2% | 0.12% | +643.8% |
| Q3 2022 | $266,000 | +32.3% | 4,539 | +65.3% | 0.02% | +60.0% |
| Q4 2021 | $201,000 | -91.2% | 2,746 | -92.8% | 0.01% | -90.0% |
| Q4 2019 | $2,283,000 | +565.6% | 37,969 | +505.8% | 0.10% | +108.3% |
| Q1 2019 | $343,000 | +47.2% | 6,268 | +42.2% | 0.05% | +17.1% |
| Q4 2018 | $233,000 | – | 4,409 | – | 0.04% | – |
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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% |