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 | $907,933 | -11.5% | 12,256 | -9.2% | 0.03% | +68.4% |
| Q1 2024 | $1,025,586 | +11.5% | 13,498 | +2.3% | 0.02% | -36.7% |
| Q4 2023 | $919,897 | +7.6% | 13,196 | -0.5% | 0.03% | -9.1% |
| Q3 2023 | $854,892 | -5.7% | 13,262 | -1.9% | 0.03% | 0.0% |
| Q2 2023 | $906,709 | -2.3% | 13,515 | -4.5% | 0.03% | -8.3% |
| Q1 2023 | $927,976 | +237842.6% | 14,150 | +139.7% | 0.04% | +63.6% |
| Q4 2022 | $390 | -99.7% | 5,904 | +196.2% | 0.02% | +214.3% |
| Q3 2022 | $117,000 | -85.2% | 1,993 | -84.2% | 0.01% | -78.8% |
| Q2 2022 | $789,000 | -45.7% | 12,642 | -37.9% | 0.03% | -15.4% |
| Q1 2022 | $1,454,000 | +28.3% | 20,373 | +31.7% | 0.04% | +56.0% |
| Q4 2021 | $1,133,000 | -2.1% | 15,467 | -9.8% | 0.02% | -19.4% |
| Q3 2021 | $1,157,000 | +20.6% | 17,151 | +22.3% | 0.03% | +19.2% |
| Q2 2021 | $959,000 | +54.7% | 14,021 | -7.8% | 0.03% | +62.5% |
| Q1 2021 | $620,000 | – | 15,213 | – | 0.02% | – |
Download | ||||||
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% |