SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $514,062 | -1.0% | 7,839 | -0.3% | 0.03% | -9.7% |
| Q4 2022 | $519,334 | +1.6% | 7,866 | -9.9% | 0.03% | -11.4% |
| Q3 2022 | $511,000 | -5.4% | 8,728 | +0.9% | 0.04% | -2.8% |
| Q2 2022 | $540,000 | -9.5% | 8,646 | +3.3% | 0.04% | 0.0% |
| Q1 2022 | $597,000 | +4.0% | 8,368 | +6.7% | 0.04% | 0.0% |
| Q4 2021 | $574,000 | +8.5% | 7,846 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $529,000 | -1.3% | 7,846 | 0.0% | 0.04% | -7.7% |
| Q2 2021 | $536,000 | +11.2% | 7,846 | +6.3% | 0.04% | -4.9% |
| Q1 2021 | $482,000 | +22.3% | 7,379 | +11.7% | 0.04% | +17.1% |
| Q4 2020 | $394,000 | +23.1% | 6,604 | +7.6% | 0.04% | +59.1% |
| Q3 2020 | $320,000 | -58.0% | 6,140 | -51.6% | 0.02% | -77.3% |
| Q4 2019 | $762,000 | +2.0% | 12,673 | -3.7% | 0.10% | -19.8% |
| Q3 2019 | $747,000 | +3.0% | 13,161 | +1.9% | 0.12% | -15.4% |
| Q2 2019 | $725,000 | +216.6% | 12,920 | +216.7% | 0.14% | +297.2% |
| Q3 2018 | $229,000 | – | 4,080 | – | 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% |