SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,558 | -2.5% | 399 | 0.0% | 0.00% | -20.0% |
| Q1 2024 | $30,316 | +43208.6% | 399 | +39800.0% | 0.01% | – |
| Q4 2023 | $70 | +9.4% | 1 | 0.0% | 0.00% | – |
| Q3 2023 | $64 | -4.5% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $67 | +1.5% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $66 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $66 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 1 | -99.1% | 0.00% | -100.0% |
| Q3 2021 | $8,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 112 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $7,000 | +16.7% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | -53.8% | 112 | -56.8% | 0.00% | -50.0% |
| Q2 2020 | $13,000 | +160.0% | 259 | +131.2% | 0.01% | +100.0% |
| Q1 2020 | $5,000 | -28.6% | 112 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | -14.3% | 112 | -13.8% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | – | 130 | – | 0.00% | – |
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% |