SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $268,000 | -2.5% | 3,620 | 0.0% | 0.08% | -7.9% |
| Q1 2024 | $275,000 | +8.3% | 3,620 | 0.0% | 0.09% | -5.3% |
| Q4 2023 | $254,000 | +9.0% | 3,620 | 0.0% | 0.09% | -6.9% |
| Q3 2023 | $233,000 | -4.1% | 3,620 | 0.0% | 0.10% | -5.6% |
| Q2 2023 | $243,000 | +2.5% | 3,620 | 0.0% | 0.11% | -7.8% |
| Q1 2023 | $237,000 | -0.8% | 3,620 | 0.0% | 0.12% | -12.1% |
| Q4 2022 | $239,000 | +12.7% | 3,620 | 0.0% | 0.13% | -2.2% |
| Q3 2022 | $212,000 | -6.2% | 3,620 | 0.0% | 0.14% | -3.6% |
| Q2 2022 | $226,000 | -14.7% | 3,620 | 0.0% | 0.14% | -0.7% |
| Q1 2022 | $265,000 | 0.0% | 3,620 | 0.0% | 0.14% | 0.0% |
| Q4 2021 | $265,000 | +8.6% | 3,620 | 0.0% | 0.14% | +0.7% |
| Q3 2021 | $244,000 | -1.2% | 3,620 | 0.0% | 0.14% | +1.4% |
| Q2 2021 | $247,000 | +4.7% | 3,620 | 0.0% | 0.14% | -2.1% |
| Q1 2021 | $236,000 | +9.8% | 3,620 | 0.0% | 0.14% | -3.4% |
| Q4 2020 | $215,000 | -1.4% | 3,620 | 0.0% | 0.15% | -3.9% |
| Q4 2019 | $218,000 | – | 3,620 | – | 0.15% | – |
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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% |