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 | $19,833,414 | +4.2% | 746,740 | -0.9% | 0.37% | +1.7% |
| Q1 2024 | $19,033,122 | +1.5% | 753,787 | -0.3% | 0.36% | -5.5% |
| Q4 2023 | $18,747,561 | +2.2% | 756,255 | -1.3% | 0.38% | -11.4% |
| Q3 2023 | $18,344,049 | -3.4% | 766,251 | -0.6% | 0.43% | -1.1% |
| Q2 2023 | $18,991,602 | +0.1% | 771,076 | -0.4% | 0.44% | -8.8% |
| Q1 2023 | $18,981,398 | -1.5% | 774,119 | -4.9% | 0.48% | -16.4% |
| Q4 2022 | $19,262,480 | +7.9% | 813,793 | +2.1% | 0.57% | -7.4% |
| Q3 2022 | $17,859,000 | -8.9% | 797,296 | +3.3% | 0.62% | -10.8% |
| Q2 2022 | $19,593,000 | -8.6% | 771,995 | +0.0% | 0.69% | +3.3% |
| Q1 2022 | $21,434,000 | -26.4% | 771,853 | -21.5% | 0.67% | -22.9% |
| Q4 2021 | $29,120,000 | +14.8% | 983,112 | +18.2% | 0.87% | +1.3% |
| Q3 2021 | $25,358,000 | -7.8% | 831,956 | -0.5% | 0.86% | -9.6% |
| Q2 2021 | $27,500,000 | +1.5% | 836,363 | -1.9% | 0.95% | -5.5% |
| Q1 2021 | $27,086,000 | +2.3% | 852,292 | -1.3% | 1.00% | -4.2% |
| Q4 2020 | $26,469,000 | +12.0% | 863,588 | -2.2% | 1.05% | +0.4% |
| Q3 2020 | $23,634,000 | +9.0% | 883,184 | -0.8% | 1.04% | +0.8% |
| Q2 2020 | $21,676,000 | +66.8% | 890,174 | +41.7% | 1.04% | +37.2% |
| Q1 2020 | $12,994,000 | – | 628,022 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 931,712 | $25,072,000 | 8.92% |
| Invst, LLC | 334,759 | $9,008,000 | 7.88% |
| PIERSHALE FINANCIAL GROUP, INC. | 469,785 | $12,642,000 | 7.16% |
| B & T Capital Management DBA Alpha Capital Management | 539,030 | $14,505,000 | 6.89% |
| Ironwood Wealth Management, LLC. | 261,457 | $7,036,000 | 6.58% |
| Emery Howard Portfolio Management, Inc. | 1,064,203 | $28,638,000 | 6.35% |
| WealthTrust Fairport, LLC | 2,163,773 | $58,227,000 | 6.14% |
| Almanack Investment Partners, LLC. | 440,477 | $11,853,000 | 5.75% |
| APPLETON GROUP, LLC | 196,930 | $5,299,000 | 5.69% |
| Kohmann Bosshard Financial Services, LLC | 296,050 | $7,967,000 | 5.60% |