SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 672 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,116,202 | -14.7% | 55,564 | -12.5% | 0.05% | -21.3% |
| Q1 2024 | $4,825,071 | +7.3% | 63,508 | -1.0% | 0.06% | -6.2% |
| Q4 2023 | $4,497,434 | +3.5% | 64,157 | -4.8% | 0.06% | -7.1% |
| Q3 2023 | $4,345,236 | -4.0% | 67,410 | -0.1% | 0.07% | -2.8% |
| Q2 2023 | $4,528,043 | -1.7% | 67,492 | -3.9% | 0.07% | -10.0% |
| Q1 2023 | $4,607,492 | -1.2% | 70,258 | -0.6% | 0.08% | -5.9% |
| Q4 2022 | $4,664,588 | +11.2% | 70,654 | -1.5% | 0.08% | -4.5% |
| Q3 2022 | $4,196,000 | -9.3% | 71,718 | -3.3% | 0.09% | -6.3% |
| Q2 2022 | $4,627,000 | -12.5% | 74,128 | +0.0% | 0.10% | -3.1% |
| Q1 2022 | $5,290,000 | +5.9% | 74,097 | +8.7% | 0.10% | -2.0% |
| Q4 2021 | $4,993,000 | – | 68,193 | – | 0.10% | – |
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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% |