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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,820 | -6.9% | 4,416 | 0.0% | 0.10% | -9.6% |
| Q1 2023 | $293,046 | +13.6% | 4,416 | 0.0% | 0.12% | -6.5% |
| Q3 2022 | $258,000 | -6.5% | 4,416 | 0.0% | 0.12% | -24.1% |
| Q2 2022 | $276,000 | -12.4% | 4,416 | 0.0% | 0.16% | +15.7% |
| Q1 2022 | $315,000 | -2.5% | 4,416 | 0.0% | 0.14% | -6.7% |
| Q4 2021 | $323,000 | +8.4% | 4,416 | 0.0% | 0.15% | +0.7% |
| Q3 2021 | $298,000 | +3.5% | 4,416 | 0.0% | 0.15% | +5.7% |
| Q1 2021 | $288,000 | +9.5% | 4,416 | 0.0% | 0.14% | -4.7% |
| Q4 2020 | $263,000 | +21.2% | 4,416 | +22.1% | 0.15% | -39.8% |
| Q4 2019 | $217,000 | +5.9% | 3,616 | 0.0% | 0.25% | -1.2% |
| Q3 2019 | $205,000 | +1.0% | 3,616 | 0.0% | 0.25% | +10.7% |
| Q2 2019 | $203,000 | +2.5% | 3,616 | 0.0% | 0.22% | +22.3% |
| Q1 2019 | $198,000 | +11.2% | 3,616 | 0.0% | 0.18% | -16.7% |
| Q4 2018 | $178,000 | – | 3,616 | – | 0.22% | – |
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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% |