SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 680 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $326,486 | -10.5% | 4,407 | -8.2% | 0.10% | -14.8% |
| Q1 2024 | $364,796 | +7.7% | 4,801 | -1.2% | 0.12% | 0.0% |
| Q4 2023 | $338,666 | +6.5% | 4,858 | -3.4% | 0.12% | -5.4% |
| Q3 2023 | $318,135 | -8.3% | 5,028 | -1.6% | 0.13% | -5.1% |
| Q2 2023 | $346,918 | -6.6% | 5,110 | -9.5% | 0.14% | -14.5% |
| Q1 2023 | $371,272 | -6.1% | 5,645 | -1.8% | 0.16% | -5.9% |
| Q4 2022 | $395,531 | -15.8% | 5,749 | -27.1% | 0.17% | -28.7% |
| Q3 2022 | $470,000 | -17.4% | 7,887 | -12.8% | 0.24% | -16.5% |
| Q2 2022 | $569,000 | -12.2% | 9,048 | -0.3% | 0.28% | -5.6% |
| Q1 2022 | $648,000 | – | 9,077 | – | 0.30% | – |
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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% |