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 | $21,194,732 | +39.2% | 336,125 | +67.8% | 0.12% | +15.7% |
| Q1 2024 | $15,221,201 | +53.0% | 200,332 | +41.1% | 0.10% | +25.9% |
| Q4 2023 | $9,951,733 | +9.2% | 141,965 | +0.4% | 0.08% | -10.0% |
| Q3 2023 | $9,112,517 | -3.4% | 141,367 | +0.5% | 0.09% | -4.3% |
| Q2 2023 | $9,433,927 | +2.9% | 140,616 | +0.5% | 0.09% | -5.1% |
| Q1 2023 | $9,171,646 | -37.9% | 139,854 | -37.5% | 0.10% | -24.4% |
| Q4 2022 | $14,775,804 | -99.9% | 223,808 | -36.1% | 0.13% | +19.1% |
| Q3 2022 | $10,262,252,000 | +66099.5% | 350,432 | +41.1% | 0.11% | -30.8% |
| Q2 2022 | $15,502,000 | +34.0% | 248,357 | +53.3% | 0.16% | +32.5% |
| Q1 2022 | $11,569,000 | -0.7% | 162,056 | +1.9% | 0.12% | +1.7% |
| Q4 2021 | $11,645,000 | -69.8% | 159,037 | -72.1% | 0.12% | -69.4% |
| Q3 2021 | $38,519,000 | +238.4% | 570,826 | +242.8% | 0.38% | +198.4% |
| Q2 2021 | $11,384,000 | +10.1% | 166,501 | +5.1% | 0.13% | -1.5% |
| Q1 2021 | $10,338,000 | -67.0% | 158,368 | -70.1% | 0.13% | -63.9% |
| Q4 2020 | $31,286,000 | -99.6% | 529,468 | +283.1% | 0.36% | +168.9% |
| Q3 2020 | $7,211,000,000 | – | 138,201 | – | 0.14% | – |
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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% |