SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 454 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $196,924 | +9.5% | 2,643 | +11.7% | 0.05% | 0.0% |
| Q1 2024 | $179,820 | +5.1% | 2,367 | -3.0% | 0.05% | +92.0% |
| Q4 2023 | $171,017 | +9.2% | 2,440 | +0.4% | 0.02% | 0.0% |
| Q3 2023 | $156,673 | -4.3% | 2,431 | -0.4% | 0.02% | -3.8% |
| Q2 2023 | $163,750 | -29.7% | 2,441 | -31.3% | 0.03% | -58.1% |
| Q1 2023 | $232,967 | +447.7% | 3,552 | +451.6% | 0.06% | +264.7% |
| Q4 2022 | $42,537 | +11.9% | 644 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 644 | 0.0% | 0.02% | -10.5% |
| Q2 2022 | $40,000 | -13.0% | 644 | +0.2% | 0.02% | +5.6% |
| Q1 2022 | $46,000 | -4.2% | 643 | -2.9% | 0.02% | -14.3% |
| Q4 2021 | $48,000 | +6.7% | 662 | +0.2% | 0.02% | -8.7% |
| Q3 2021 | $45,000 | 0.0% | 661 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $45,000 | +4.7% | 661 | 0.0% | 0.02% | -17.2% |
| Q1 2021 | $43,000 | +10.3% | 661 | +0.2% | 0.03% | 0.0% |
| Q4 2020 | $39,000 | -50.6% | 660 | -56.6% | 0.03% | -59.7% |
| Q3 2020 | $79,000 | -38.3% | 1,521 | -40.5% | 0.07% | -43.8% |
| Q2 2020 | $128,000 | +13.3% | 2,557 | +0.6% | 0.13% | +43.8% |
| Q1 2020 | $113,000 | -57.5% | 2,543 | -42.5% | 0.09% | -44.7% |
| Q4 2019 | $266,000 | – | 4,419 | – | 0.16% | – |
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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% |