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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $759,000 | +0.8% | 15,200 | 0.0% | 0.39% | +42.1% |
| Q3 2018 | $753,000 | -0.4% | 15,200 | 0.0% | 0.27% | -95.9% |
| Q2 2018 | $756,000 | -0.3% | 15,200 | 0.0% | 6.64% | +10.9% |
| Q1 2018 | $758,000 | +12.6% | 15,200 | +13.0% | 5.99% | +33.8% |
| Q4 2017 | $673,000 | – | 13,450 | – | 4.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Capital Management, LLC | 246,483 | $12,521,000 | 14.73% |
| Quantum Capital Management, LLC / NJ | 669,507 | $34,011,000 | 10.79% |
| JUNCTURE WEALTH STRATEGIES, LLC | 219,585 | $11,155,000 | 9.04% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 971,200 | $49,337,000 | 7.80% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 134,458 | $6,830,000 | 6.64% |
| SFMG, LLC | 440,982 | $22,402,000 | 5.42% |
| Callahan Advisors, LLC | 241,062 | $12,246,000 | 3.76% |
| EVERMAY WEALTH MANAGEMENT LLC | 115,004 | $5,842,000 | 3.50% |
| Courage Miller Partners, LLC | 87,148 | $4,427,000 | 3.30% |
| Rench Wealth Management, Inc. | 52,560 | $2,670,000 | 2.45% |