SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,988,143 | -4.7% | 76,680 | -4.4% | 0.57% | -8.8% |
| Q1 2024 | $4,184,186 | +0.3% | 80,218 | +0.4% | 0.62% | -30.3% |
| Q4 2023 | $4,171,120 | -7.2% | 79,907 | -10.2% | 0.89% | -11.7% |
| Q3 2023 | $4,494,617 | -9.3% | 89,020 | -5.8% | 1.01% | -3.6% |
| Q2 2023 | $4,954,212 | -3.4% | 94,492 | -1.2% | 1.05% | -8.0% |
| Q1 2023 | $5,126,101 | -1.3% | 95,618 | -4.7% | 1.14% | -5.9% |
| Q4 2022 | $5,195,333 | -4.6% | 100,315 | -4.5% | 1.21% | -10.3% |
| Q3 2022 | $5,444,000 | -10.9% | 105,093 | -4.0% | 1.35% | -0.7% |
| Q2 2022 | $6,110,000 | -13.4% | 109,504 | -5.8% | 1.36% | +4.9% |
| Q1 2022 | $7,057,000 | -2.1% | 116,238 | +1.4% | 1.30% | +7.9% |
| Q4 2021 | $7,211,000 | -0.2% | 114,655 | -0.7% | 1.20% | -5.9% |
| Q3 2021 | $7,223,000 | +30.3% | 115,416 | +30.1% | 1.28% | +31.5% |
| Q2 2021 | $5,545,000 | +22.3% | 88,714 | +19.7% | 0.97% | +10.9% |
| Q1 2021 | $4,533,000 | +22.3% | 74,124 | +24.2% | 0.88% | +16.7% |
| Q4 2020 | $3,705,000 | +18.3% | 59,688 | +17.5% | 0.75% | +6.4% |
| Q3 2020 | $3,132,000 | +32.0% | 50,813 | +28.6% | 0.70% | +20.3% |
| Q2 2020 | $2,372,000 | +32.0% | 39,519 | +26.5% | 0.59% | +3.5% |
| Q1 2020 | $1,797,000 | +27.0% | 31,240 | +25.0% | 0.57% | +56.4% |
| Q4 2019 | $1,415,000 | – | 24,992 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARSHALL FINANCIAL GROUP INC /ADV | 245,534 | $13,075,000 | 12.39% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1,275,098 | $67,899,000 | 10.49% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 257,455 | $13,709,000 | 7.67% |
| Resource Planning Group | 172,886 | $9,206,000 | 6.87% |
| FINANCIAL LIFE ADVISORS | 158,186 | $8,423,000 | 6.52% |
| Burt Wealth Advisors | 223,704 | $11,912,000 | 5.63% |
| Morningstar Investment Management LLC | 121,239 | $6,456,000 | 5.13% |
| Gilbert & Cook, Inc. | 250,120 | $13,319,000 | 4.70% |
| LINCOLN CAPITAL CORP | 90,188 | $4,802,000 | 4.43% |
| Heritage Wealth Advisors | 409,854 | $21,824,000 | 4.26% |