Mokosak Advisory Group, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Mokosak Advisory Group, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$20,767,605
-3.1%
306,853
+1.8%
8.44%
-0.3%
Q2 2023$21,421,300
+8.4%
301,551
+3.5%
8.47%
+0.6%
Q1 2023$19,761,508
+4.0%
291,229
+0.7%
8.42%
-0.9%
Q4 2022$18,997,078
+11.8%
289,102
+3.0%
8.50%
+1.5%
Q3 2022$16,995,000
-3.8%
280,788
-0.3%
8.37%
-0.7%
Q2 2022$17,664,000
-15.6%
281,675
+2.1%
8.43%
-0.6%
Q1 2022$20,936,000
-3.4%
276,002
+2.4%
8.49%
+2.1%
Q4 2021$21,680,000
+7.1%
269,654
+2.0%
8.32%
-1.0%
Q3 2021$20,250,000
+1.5%
264,269
+3.7%
8.40%
+0.2%
Q2 2021$19,952,000
+5.3%
254,883
+0.1%
8.38%
-1.4%
Q1 2021$18,956,000
+7.1%
254,659
-2.0%
8.50%
+0.5%
Q4 2020$17,697,000
+25.9%
259,871
+2.6%
8.46%
+5.2%
Q3 2020$14,060,000
+6.8%
253,326
+1.3%
8.04%0.0%
Q2 2020$13,165,000
+27.7%
249,981
+2.2%
8.04%
+4.5%
Q1 2020$10,308,000
-20.5%
244,483
+13.6%
7.69%
-1.8%
Q4 2019$12,959,000
+10.4%
215,273
+3.8%
7.84%
+1.0%
Q3 2019$11,739,000
+0.6%
207,464
+1.5%
7.75%
-1.6%
Q2 2019$11,667,000
+2.4%
204,404
-0.6%
7.88%
-0.7%
Q1 2019$11,393,000
+17.9%
205,719
+2.1%
7.94%
+5.9%
Q4 2018$9,663,000
-33.2%
201,538
-19.3%
7.49%
-25.2%
Q3 2018$14,457,000
+8.2%
249,771
+2.7%
10.02%
+2.1%
Q2 2018$13,362,000
+7.3%
243,136
+3.2%
9.82%
+1.8%
Q1 2018$12,453,000
+1.9%
235,598
+2.7%
9.64%
+1.8%
Q4 2017$12,223,000229,4259.47%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2018
NameSharesValueWeighting ↓
HT Partners LLC 498,318$19,559,00012.67%
Brouwer & Janachowski, LLC 501,958$20,113,00010.86%
Legacy Wealth Management, Inc 839,037$33,620,0009.43%
OLD DOMINION CAPITAL MANAGEMENT INC 163,411$6,548,0008.27%
SVA Wealth Management, LLC 1,152,237$46,170,0007.99%
Sharkey, Howes & Javer 262,531$10,520,0007.34%
Financial Management Professionals, Inc. 352,400$14,120,0007.24%
Kernodle & Katon Asset Management Group, LLC 178,194$7,140,0006.84%
WealthTrust-Arizona, LLC 271,170$10,865,0006.54%
Moisand Fitzgerald Tamayo, LLC 168,942$6,770,0005.82%
View complete list of SCHWAB STRATEGIC TR shareholders