SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,031 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,728,271 | -8.1% | 36,423 | -4.6% | 2.60% | -8.9% |
| Q1 2024 | $1,879,983 | -0.9% | 38,180 | -4.9% | 2.85% | -13.7% |
| Q4 2023 | $1,896,639 | +16.7% | 40,149 | +2.3% | 3.30% | +9.2% |
| Q3 2023 | $1,625,114 | +93945.9% | 39,235 | -0.6% | 3.02% | -5.1% |
| Q2 2023 | $1,728 | – | 39,457 | – | 3.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |