SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,416,625 | -2.9% | 19,123 | -0.4% | 0.26% | -24.5% |
| Q1 2024 | $1,458,573 | +22.5% | 19,197 | +13.0% | 0.34% | +13.6% |
| Q4 2023 | $1,190,422 | +7.2% | 16,982 | -1.5% | 0.30% | -2.9% |
| Q3 2023 | $1,110,950 | -3.8% | 17,235 | +0.1% | 0.31% | +6.1% |
| Q2 2023 | $1,154,920 | +17.9% | 17,214 | +15.3% | 0.29% | +16.3% |
| Q1 2023 | $979,331 | -0.5% | 14,933 | +0.1% | 0.25% | -1.2% |
| Q4 2022 | $984,658 | +2.5% | 14,915 | -9.2% | 0.26% | -2.7% |
| Q3 2022 | $961,000 | -4.4% | 16,431 | +2.1% | 0.26% | -5.8% |
| Q2 2022 | $1,005,000 | -12.8% | 16,095 | -0.2% | 0.28% | -15.5% |
| Q1 2022 | $1,152,000 | +1.6% | 16,134 | +4.1% | 0.33% | +0.9% |
| Q4 2021 | $1,134,000 | +11.3% | 15,493 | +2.6% | 0.33% | +0.6% |
| Q3 2021 | $1,019,000 | -1.2% | 15,098 | +0.1% | 0.32% | -37.6% |
| Q2 2021 | $1,031,000 | +4.9% | 15,078 | +0.1% | 0.52% | -5.1% |
| Q1 2021 | $983,000 | +6.3% | 15,058 | -3.1% | 0.55% | +4.0% |
| Q4 2020 | $925,000 | +12.9% | 15,536 | -1.0% | 0.53% | +8.0% |
| Q3 2020 | $819,000 | -2.8% | 15,686 | -6.8% | 0.49% | -14.9% |
| Q2 2020 | $843,000 | +13.6% | 16,823 | +0.3% | 0.57% | +2.0% |
| Q1 2020 | $742,000 | -31.4% | 16,770 | -6.7% | 0.56% | -22.2% |
| Q4 2019 | $1,081,000 | – | 17,974 | – | 0.72% | – |
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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% |