SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 562 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,691,385 | +0.2% | 41,040 | +0.9% | 1.68% | -4.7% |
| Q4 2022 | $2,685,185 | +20.0% | 40,672 | +6.3% | 1.76% | +8.5% |
| Q3 2022 | $2,238,000 | -3.6% | 38,252 | +2.8% | 1.62% | +1.4% |
| Q2 2022 | $2,322,000 | -7.9% | 37,203 | +5.4% | 1.60% | +2.2% |
| Q1 2022 | $2,520,000 | +5.2% | 35,293 | +7.9% | 1.56% | +5.2% |
| Q4 2021 | $2,395,000 | +12.8% | 32,713 | +3.9% | 1.48% | -5.4% |
| Q3 2021 | $2,124,000 | +2.5% | 31,471 | +3.9% | 1.57% | +62.5% |
| Q2 2021 | $2,072,000 | +14.9% | 30,300 | +9.7% | 0.96% | -2.6% |
| Q1 2021 | $1,804,000 | – | 27,629 | – | 0.99% | – |
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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% |