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 | $2,237,586 | -52.8% | 30,205 | -51.6% | 0.96% | -53.3% |
| Q1 2024 | $4,740,924 | +9.2% | 62,397 | +0.7% | 2.04% | +1.1% |
| Q4 2023 | $4,341,573 | +10.4% | 61,934 | +1.5% | 2.02% | +0.6% |
| Q3 2023 | $3,933,994 | -1.1% | 61,030 | +3.0% | 2.01% | +0.5% |
| Q2 2023 | $3,975,820 | +7.4% | 59,261 | +5.0% | 2.00% | +1.7% |
| Q1 2023 | $3,702,253 | +98970.2% | 56,454 | -0.3% | 1.97% | -6.4% |
| Q4 2022 | $3,737 | -99.9% | 56,598 | +2.8% | 2.10% | +10.4% |
| Q3 2022 | $3,221,000 | -4.6% | 55,048 | +1.8% | 1.90% | -1.3% |
| Q2 2022 | $3,375,000 | -7.9% | 54,069 | +5.4% | 1.93% | +7.6% |
| Q1 2022 | $3,664,000 | +2.0% | 51,319 | +4.6% | 1.79% | +3.2% |
| Q4 2021 | $3,593,000 | +10.7% | 49,078 | +2.0% | 1.74% | +0.9% |
| Q3 2021 | $3,247,000 | -0.2% | 48,113 | +1.1% | 1.72% | -0.2% |
| Q2 2021 | $3,253,000 | +5.8% | 47,573 | +1.0% | 1.72% | -2.7% |
| Q1 2021 | $3,076,000 | +13.5% | 47,118 | +3.5% | 1.77% | -0.4% |
| Q4 2020 | $2,711,000 | +15.8% | 45,538 | +1.5% | 1.78% | +1.5% |
| Q3 2020 | $2,342,000 | +4.6% | 44,873 | +0.4% | 1.75% | -7.2% |
| Q2 2020 | $2,240,000 | +16.7% | 44,704 | +3.1% | 1.89% | -10.5% |
| Q1 2020 | $1,919,000 | -21.6% | 43,348 | +6.5% | 2.11% | -3.8% |
| Q4 2019 | $2,447,000 | – | 40,701 | – | 2.19% | – |
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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% |