SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $663,000 | -15.1% | 12,708 | -18.5% | 0.52% | -29.3% |
| Q2 2020 | $781,000 | -0.9% | 15,594 | -12.4% | 0.74% | -24.6% |
| Q1 2020 | $788,000 | -38.1% | 17,807 | -15.8% | 0.98% | -16.6% |
| Q4 2019 | $1,272,000 | +7.3% | 21,161 | +1.3% | 1.18% | -4.9% |
| Q3 2019 | $1,185,000 | +3.2% | 20,882 | +2.1% | 1.24% | +2.1% |
| Q2 2019 | $1,148,000 | +3.9% | 20,445 | +1.2% | 1.21% | -3.4% |
| Q1 2019 | $1,105,000 | +23.5% | 20,195 | +11.2% | 1.25% | +6.7% |
| Q4 2018 | $895,000 | +17.0% | 18,155 | +33.1% | 1.17% | +52.3% |
| Q3 2018 | $765,000 | +21.2% | 13,640 | +14.8% | 0.77% | +12.4% |
| Q2 2018 | $631,000 | +20.2% | 11,885 | +19.6% | 0.69% | +27.5% |
| Q1 2018 | $525,000 | – | 9,934 | – | 0.54% | – |
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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% |