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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $402,000 | -2.0% | 5,632 | +0.7% | 0.18% | -5.2% |
| Q4 2021 | $410,000 | +9.3% | 5,595 | +0.6% | 0.19% | +2.6% |
| Q3 2021 | $375,000 | -0.8% | 5,563 | +0.5% | 0.19% | -2.1% |
| Q2 2021 | $378,000 | +5.3% | 5,534 | +0.5% | 0.19% | -2.5% |
| Q1 2021 | $359,000 | -22.0% | 5,506 | -28.8% | 0.20% | -27.5% |
| Q4 2020 | $460,000 | +13.3% | 7,738 | -0.7% | 0.27% | -3.9% |
| Q3 2020 | $406,000 | +2.8% | 7,793 | -1.3% | 0.28% | -5.6% |
| Q2 2020 | $395,000 | -15.4% | 7,898 | +1.6% | 0.30% | -35.5% |
| Q4 2019 | $467,000 | -19.6% | 7,775 | -24.1% | 0.47% | -16.5% |
| Q3 2019 | $581,000 | +4.5% | 10,249 | +3.3% | 0.56% | +0.9% |
| Q2 2019 | $556,000 | – | 9,919 | – | 0.55% | – |
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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% |