SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $12,000 | -7.7% | 220 | +0.5% | 0.00% | 0.0% |
Q2 2022 | $13,000 | -13.3% | 219 | +0.9% | 0.00% | -25.0% |
Q1 2022 | $15,000 | 0.0% | 217 | +0.5% | 0.00% | +33.3% |
Q4 2021 | $15,000 | +7.1% | 216 | +0.5% | 0.00% | -25.0% |
Q3 2021 | $14,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
Q2 2021 | $14,000 | 0.0% | 214 | +0.5% | 0.00% | 0.0% |
Q1 2021 | $14,000 | +7.7% | 213 | +0.5% | 0.00% | 0.0% |
Q4 2020 | $13,000 | -78.3% | 212 | -81.7% | 0.00% | -81.0% |
Q3 2020 | $60,000 | -49.6% | 1,161 | -51.6% | 0.02% | -53.3% |
Q2 2020 | $119,000 | +19.0% | 2,397 | +0.8% | 0.04% | -4.3% |
Q1 2020 | $100,000 | -29.6% | 2,379 | +0.9% | 0.05% | 0.0% |
Q4 2019 | $142,000 | +9.2% | 2,357 | +1.0% | 0.05% | 0.0% |
Q3 2019 | $130,000 | -36.3% | 2,333 | -35.6% | 0.05% | -38.2% |
Q2 2019 | $204,000 | – | 3,624 | – | 0.08% | – |
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% |