SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 559 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $312,845 | -0.2% | 6,500 | 0.0% | 0.12% | -4.1% |
| Q1 2024 | $313,365 | -0.5% | 6,500 | 0.0% | 0.12% | -8.3% |
| Q4 2023 | $314,925 | -69.1% | 6,500 | -69.5% | 0.13% | -70.6% |
| Q3 2023 | $1,019,205 | -0.0% | 21,300 | +0.4% | 0.45% | +7.6% |
| Q2 2023 | $1,019,353 | -17.8% | 21,210 | -16.5% | 0.42% | -20.5% |
| Q1 2023 | $1,239,754 | -1.5% | 25,410 | -2.6% | 0.53% | -2.4% |
| Q4 2022 | $1,259,016 | +102.1% | 26,099 | +102.3% | 0.54% | +87.2% |
| Q3 2022 | $623,000 | +81.1% | 12,900 | +84.3% | 0.29% | +103.5% |
| Q2 2022 | $344,000 | – | 7,000 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 577,166 | $29,660,000 | 17.69% |
| Blossom Wealth Management | 14,445 | $742,000 | 16.59% |
| Fund Evaluation Group, LLC | 2,482,391 | $127,570,000 | 15.00% |
| Edgehill Endowment Partners, LLC | 805,298 | $41,384,000 | 14.55% |
| Corrigan Financial, Inc. | 499,259 | $25,656,907 | 11.25% |
| Traverso Chambers Private Wealth Management, LLC | 513,594 | $26,394,000 | 9.48% |
| STRATEGIC WEALTH MANAGEMENT INC | 279,400 | $14,358,000 | 8.82% |
| ASSET PLANNING CORPORATION | 171,125 | $8,794,000 | 8.73% |
| Tradewinds Capital Management, LLC | 766,948 | $39,413,000 | 8.53% |
| WestHill Financial Advisors, Inc. | 404,060 | $20,765,000 | 8.17% |