SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 402 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,106,000 | -0.1% | 46,022 | +1.2% | 1.88% | +4.5% |
| Q2 2021 | $3,109,000 | +18.2% | 45,470 | +12.8% | 1.80% | +10.0% |
| Q1 2021 | $2,631,000 | +253.6% | 40,300 | +182.8% | 1.63% | +193.2% |
| Q4 2020 | $744,000 | -0.1% | 14,250 | 0.0% | 0.56% | +0.4% |
| Q3 2020 | $745,000 | +138.8% | 14,250 | +128.7% | 0.56% | +94.7% |
| Q2 2020 | $312,000 | -54.4% | 6,230 | -45.5% | 0.28% | -42.7% |
| Q4 2019 | $684,000 | +10.0% | 11,437 | +4.4% | 0.50% | -12.3% |
| Q3 2019 | $622,000 | +10.5% | 10,958 | +10.0% | 0.57% | +9.5% |
| Q2 2019 | $563,000 | -1.1% | 9,958 | -3.1% | 0.52% | -9.6% |
| Q1 2019 | $569,000 | +11.6% | 10,274 | +2.0% | 0.57% | -18.1% |
| Q4 2018 | $510,000 | +4.7% | 10,070 | +9.9% | 0.70% | +12.7% |
| Q3 2018 | $487,000 | -1.0% | 9,166 | -1.1% | 0.62% | +9.1% |
| Q2 2018 | $492,000 | -48.8% | 9,265 | -49.0% | 0.57% | -24.2% |
| Q1 2018 | $960,000 | -9.7% | 18,169 | -2.8% | 0.75% | -1.3% |
| Q4 2017 | $1,063,000 | – | 18,683 | – | 0.76% | – |
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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% |