SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 729 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,906,646 | +0.7% | 39,237 | +3.3% | 2.77% | +3.5% |
| Q1 2024 | $2,886,547 | +8.9% | 37,991 | +0.5% | 2.68% | -1.0% |
| Q4 2023 | $2,650,608 | +9.1% | 37,812 | +0.3% | 2.70% | -2.9% |
| Q3 2023 | $2,429,898 | -5.4% | 37,696 | -1.5% | 2.78% | -4.2% |
| Q2 2023 | $2,567,852 | +1.4% | 38,275 | -0.9% | 2.91% | +0.3% |
| Q1 2023 | $2,533,368 | +3.6% | 38,630 | +4.3% | 2.90% | -0.2% |
| Q4 2022 | $2,444,529 | +16.9% | 37,027 | +3.6% | 2.90% | -12.1% |
| Q3 2022 | $2,091,000 | -7.0% | 35,731 | -0.8% | 3.30% | +20.6% |
| Q2 2022 | $2,248,000 | -6.0% | 36,019 | +7.5% | 2.74% | -7.9% |
| Q1 2022 | $2,391,000 | – | 33,492 | – | 2.97% | – |
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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% |