SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $169,717 | -2.5% | 2,291 | 0.0% | 0.05% | -6.9% |
| Q1 2024 | $174,070 | +2276.7% | 2,291 | +1945.5% | 0.06% | +1350.0% |
| Q1 2023 | $7,324 | +266.2% | 112 | +194.7% | 0.00% | +300.0% |
| Q3 2022 | $2,000 | -98.0% | 38 | -97.6% | 0.00% | -98.4% |
| Q2 2022 | $98,000 | -36.4% | 1,560 | -27.5% | 0.06% | -28.7% |
| Q1 2022 | $154,000 | -2.5% | 2,152 | -7.0% | 0.09% | -11.2% |
| Q2 2021 | $158,000 | +4.6% | 2,315 | +0.3% | 0.10% | -13.3% |
| Q1 2021 | $151,000 | -20.1% | 2,307 | -27.2% | 0.11% | -28.9% |
| Q4 2020 | $189,000 | – | 3,169 | – | 0.16% | – |
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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% |