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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $215,000 | -17.9% | 3,012 | -15.7% | 0.05% | -14.3% |
Q4 2021 | $262,000 | -54.4% | 3,572 | -58.0% | 0.06% | -57.3% |
Q3 2021 | $574,000 | -1.2% | 8,503 | +0.0% | 0.13% | -1.5% |
Q2 2021 | $581,000 | +4.7% | 8,501 | +0.0% | 0.13% | -2.9% |
Q1 2021 | $555,000 | +9.7% | 8,500 | +0.0% | 0.14% | +8.7% |
Q4 2020 | $506,000 | +9.3% | 8,499 | -4.3% | 0.13% | +26.0% |
Q3 2020 | $463,000 | +1.3% | 8,879 | -2.7% | 0.10% | -2.0% |
Q2 2020 | $457,000 | -12.1% | 9,122 | -22.4% | 0.10% | -31.1% |
Q1 2020 | $520,000 | -33.2% | 11,749 | -9.2% | 0.15% | -16.9% |
Q4 2019 | $778,000 | – | 12,942 | – | 0.18% | – |
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% |