SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 672 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $836,794 | -2.5% | 11,295 | -0.0% | 0.00% | -33.3% |
| Q1 2024 | $858,533 | +8.9% | 11,299 | -7.7% | 0.00% | 0.0% |
| Q3 2023 | $788,669 | +5.0% | 12,235 | +9.2% | 0.00% | 0.0% |
| Q2 2023 | $751,454 | +106037.6% | 11,200 | +3.7% | 0.00% | 0.0% |
| Q1 2023 | $708 | +3.1% | 10,800 | +3.7% | 0.00% | 0.0% |
| Q4 2022 | $687 | -99.9% | 10,417 | -2.0% | 0.00% | 0.0% |
| Q3 2022 | $621,000 | +31.0% | 10,630 | +39.7% | 0.00% | 0.0% |
| Q2 2022 | $474,000 | +2.2% | 7,610 | +17.0% | 0.00% | +50.0% |
| Q1 2022 | $464,000 | +4.0% | 6,505 | +6.8% | 0.00% | 0.0% |
| Q4 2021 | $446,000 | +24.9% | 6,092 | +14.9% | 0.00% | 0.0% |
| Q3 2021 | $357,000 | +5.9% | 5,304 | +7.4% | 0.00% | 0.0% |
| Q2 2021 | $337,000 | +270.3% | 4,940 | +252.9% | 0.00% | +100.0% |
| Q1 2021 | $91,000 | +2175.0% | 1,400 | +1607.3% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 82 | +1.2% | 0.00% | – |
| Q3 2020 | $4,000 | -92.0% | 81 | -91.8% | 0.00% | -100.0% |
| Q2 2020 | $50,000 | -19.4% | 990 | -29.8% | 0.00% | 0.0% |
| Q1 2020 | $62,000 | +588.9% | 1,411 | +853.4% | 0.00% | – |
| Q4 2019 | $9,000 | -18.2% | 148 | -22.5% | 0.00% | – |
| Q3 2019 | $11,000 | +37.5% | 191 | +29.9% | 0.00% | – |
| Q2 2019 | $8,000 | +100.0% | 147 | +88.5% | 0.00% | – |
| Q1 2019 | $4,000 | +100.0% | 78 | +110.8% | 0.00% | – |
| Q4 2018 | $2,000 | – | 37 | – | 0.00% | – |
Download | ||||||
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% |