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 2022 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | +100.0% |
Q2 2021 | $5,000 | -64.3% | 80 | -62.4% | 0.00% | -75.0% |
Q1 2021 | $14,000 | +7.7% | 213 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $13,000 | +18.2% | 213 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $11,000 | -42.1% | 213 | -43.5% | 0.00% | -42.9% |
Q2 2020 | $19,000 | +11.8% | 377 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $17,000 | -26.1% | 377 | 0.0% | 0.01% | -12.5% |
Q4 2019 | $23,000 | +9.5% | 377 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $21,000 | -19.2% | 377 | -16.2% | 0.01% | -27.3% |
Q2 2019 | $26,000 | +4.0% | 450 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $25,000 | +13.6% | 450 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $22,000 | – | 450 | – | 0.01% | – |
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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% |