SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 289 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,167,773 | -0.0% | 15,764 | +2.5% | 0.32% | -10.2% |
| Q1 2024 | $1,168,016 | +15.7% | 15,373 | +6.7% | 0.36% | +6.8% |
| Q4 2023 | $1,009,563 | +13.5% | 14,402 | +4.4% | 0.34% | +5.3% |
| Q3 2023 | $889,264 | -4.4% | 13,796 | -0.5% | 0.32% | 0.0% |
| Q2 2023 | $930,170 | +1.6% | 13,865 | -0.6% | 0.32% | -6.1% |
| Q1 2023 | $915,169 | -0.4% | 13,955 | +0.3% | 0.34% | -11.2% |
| Q4 2022 | $918,477 | +14.1% | 13,912 | +1.1% | 0.38% | +1.6% |
| Q3 2022 | $805,000 | -2.5% | 13,763 | +3.9% | 0.38% | -3.1% |
| Q2 2022 | $826,000 | -11.2% | 13,242 | +1.6% | 0.39% | -12.9% |
| Q1 2022 | $930,000 | +12.9% | 13,030 | +15.7% | 0.45% | +43.5% |
| Q4 2021 | $824,000 | +21.2% | 11,258 | +11.6% | 0.31% | +5.0% |
| Q3 2021 | $680,000 | -1.0% | 10,084 | +0.2% | 0.30% | -5.4% |
| Q2 2021 | $687,000 | +2.7% | 10,061 | -1.8% | 0.32% | -9.7% |
| Q1 2021 | $669,000 | +361.4% | 10,250 | +294.1% | 0.35% | +223.1% |
| Q3 2018 | $145,000 | +5.8% | 2,601 | +0.7% | 0.11% | -11.5% |
| Q2 2018 | $137,000 | -2.1% | 2,584 | +0.6% | 0.12% | -3.2% |
| Q4 2017 | $140,000 | – | 2,568 | – | 0.13% | – |
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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% |