SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,492 | +0.6% | 56,187 | -4.4% | 0.02% | 0.0% |
| Q1 2024 | $1,483 | -7.4% | 58,762 | -9.1% | 0.02% | -14.8% |
| Q4 2023 | $1,602 | -6.1% | 64,639 | -9.3% | 0.03% | -15.6% |
| Q3 2023 | $1,706 | -0.1% | 71,235 | +2.8% | 0.03% | +6.7% |
| Q2 2023 | $1,707 | +4.9% | 69,291 | +4.5% | 0.03% | -3.2% |
| Q1 2023 | $1,627 | +6.9% | 66,328 | +3.1% | 0.03% | +3.3% |
| Q4 2022 | $1,522 | -99.9% | 64,308 | +13.6% | 0.03% | +15.4% |
| Q3 2022 | $1,268,000 | -9.8% | 56,624 | +2.3% | 0.03% | -18.8% |
| Q2 2022 | $1,405,000 | +5.3% | 55,362 | +15.2% | 0.03% | +23.1% |
| Q1 2022 | $1,334,000 | +0.2% | 48,039 | +6.9% | 0.03% | +4.0% |
| Q4 2021 | $1,331,000 | +4.2% | 44,932 | +7.3% | 0.02% | -3.8% |
| Q3 2021 | $1,277,000 | +7.0% | 41,888 | +15.4% | 0.03% | -10.3% |
| Q2 2021 | $1,193,000 | +13.7% | 36,295 | +9.9% | 0.03% | +7.4% |
| Q1 2021 | $1,049,000 | – | 33,015 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,444,149 | $66,896,000 | 28.86% |
| Radnor Financial Advisors, LLC | 770,120 | $21,078,000 | 14.42% |
| Your Advocates Ltd., LLP | 581,766 | $15,923,000 | 12.58% |
| COOPER/HAIMS ADVISORS, LLC | 771,822 | $21,125,000 | 11.62% |
| B & T Capital Management DBA Alpha Capital Management | 1,084,097 | $29,672,000 | 10.94% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,783 | $12,201,000 | 10.77% |
| Holistic Financial Partners | 636,762 | $17,428,000 | 10.42% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,898,759 | $51,969,000 | 9.93% |
| Golden State Wealth Management, LLC | 1,898,759 | $51,969,000 | 9.93% |
| Focused Wealth Management, Inc | 1,481,484 | $40,548,000 | 9.58% |