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 | $22,216,234 | -12.2% | 299,895 | -10.0% | 2.15% | -16.2% |
| Q1 2024 | $25,314,330 | +28.1% | 333,171 | +20.3% | 2.56% | +1.6% |
| Q1 2022 | $19,769,000 | +1.1% | 276,922 | +3.6% | 2.52% | +2.5% |
| Q4 2021 | $19,563,000 | +9.4% | 267,188 | +0.8% | 2.46% | -3.3% |
| Q3 2021 | $17,880,000 | +0.3% | 264,961 | +1.6% | 2.54% | -4.7% |
| Q2 2021 | $17,827,000 | +10.2% | 260,748 | +5.2% | 2.67% | -4.7% |
| Q1 2021 | $16,179,000 | +14.6% | 247,844 | +4.5% | 2.80% | +2.3% |
| Q4 2020 | $14,119,000 | – | 237,171 | – | 2.74% | – |
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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% |