SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 639 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,071,861 | -3.5% | 189,955 | -1.1% | 4.21% | -6.2% |
| Q1 2024 | $14,588,044 | +6.2% | 191,998 | -2.0% | 4.49% | +1.1% |
| Q4 2023 | $13,733,656 | +20.7% | 195,915 | +11.0% | 4.44% | +10.8% |
| Q3 2023 | $11,378,172 | -5.7% | 176,515 | -1.9% | 4.01% | -3.4% |
| Q2 2023 | $12,066,220 | +4.8% | 179,851 | +2.5% | 4.15% | -0.7% |
| Q1 2023 | $11,510,814 | +6.5% | 175,523 | +7.3% | 4.18% | -0.2% |
| Q4 2022 | $10,804,519 | +6.2% | 163,655 | -5.9% | 4.19% | +4.3% |
| Q3 2022 | $10,176,000 | -9.1% | 173,923 | -3.0% | 4.02% | -5.9% |
| Q2 2022 | $11,194,000 | -13.0% | 179,330 | -0.5% | 4.27% | -3.9% |
| Q1 2022 | $12,872,000 | -5.0% | 180,299 | -2.6% | 4.45% | -1.2% |
| Q4 2021 | $13,555,000 | +14.4% | 185,129 | +5.5% | 4.50% | +8.5% |
| Q3 2021 | $11,845,000 | +1.2% | 175,529 | +3.2% | 4.14% | +0.9% |
| Q2 2021 | $11,709,000 | +10.2% | 170,090 | +4.5% | 4.11% | +2.4% |
| Q1 2021 | $10,623,000 | – | 162,732 | – | 4.01% | – |
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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% |