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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,200,325 | -5.4% | 29,702 | -3.0% | 0.18% | -8.9% |
| Q1 2024 | $2,325,444 | +309.4% | 30,606 | +277.7% | 0.19% | +225.4% |
| Q4 2023 | $568,021 | +7.5% | 8,103 | -1.2% | 0.06% | -3.3% |
| Q3 2023 | $528,508 | -5.5% | 8,199 | -1.7% | 0.06% | -3.2% |
| Q2 2023 | $559,464 | +2.3% | 8,339 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $546,872 | -33.0% | 8,339 | -32.5% | 0.07% | -38.9% |
| Q4 2022 | $816,073 | +61.0% | 12,361 | +42.7% | 0.11% | +45.9% |
| Q3 2022 | $507,000 | -4.7% | 8,664 | +1.7% | 0.07% | -5.1% |
| Q2 2022 | $532,000 | -1.8% | 8,519 | +12.1% | 0.08% | +13.0% |
| Q1 2022 | $542,000 | +18.1% | 7,598 | +21.2% | 0.07% | +13.1% |
| Q4 2021 | $459,000 | +8.5% | 6,268 | 0.0% | 0.06% | -19.7% |
| Q3 2021 | $423,000 | +88.8% | 6,268 | +82.9% | 0.08% | +55.1% |
| Q1 2021 | $224,000 | +0.4% | 3,427 | -8.3% | 0.05% | +25.6% |
| Q4 2020 | $223,000 | – | 3,739 | – | 0.04% | – |
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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% |