SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $368,924 | +3.9% | 7,232 | +0.3% | 0.01% | 0.0% |
| Q1 2024 | $355,174 | -29.7% | 7,213 | -32.5% | 0.01% | -40.0% |
| Q4 2023 | $505,080 | +41.6% | 10,692 | +30.2% | 0.01% | +42.9% |
| Q2 2023 | $356,681 | +52.3% | 8,215 | +45.2% | 0.01% | +40.0% |
| Q4 2022 | $234,128 | -61.0% | 5,659 | -63.8% | 0.01% | -64.3% |
| Q3 2022 | $600,000 | -5.7% | 15,631 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $636,000 | -25.8% | 15,803 | -16.1% | 0.01% | -17.6% |
| Q1 2022 | $857,000 | -49.9% | 18,828 | +9.9% | 0.02% | -41.4% |
| Q4 2021 | $1,709,000 | +20.3% | 17,138 | +22.9% | 0.03% | +11.5% |
| Q3 2021 | $1,421,000 | -1.0% | 13,946 | -1.5% | 0.03% | 0.0% |
| Q2 2021 | $1,436,000 | +14260.0% | 14,157 | +7197.4% | 0.03% | +1200.0% |
| Q3 2015 | $10,000 | -41.2% | 194 | -34.5% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | – | 296 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 253,241 | $18,102,000 | 11.36% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 168,862 | $12,070,000 | 11.24% |
| MARSHALL FINANCIAL GROUP INC /ADV | 192,196 | $13,738,000 | 10.48% |
| B & T Capital Management DBA Alpha Capital Management | 385,111 | $27,528,000 | 10.39% |
| Apollon Wealth Management, LLC | 125,932 | $9,002,000 | 10.34% |
| MONEYWISE, INC. | 188,435 | $13,469,000 | 10.28% |
| CWH Capital Management, Inc. | 280,547 | $20,053,000 | 8.14% |
| Gemmer Asset Management LLC | 402,990 | $28,806,000 | 7.72% |
| Mokosak Advisory Group, LLC | 158,941 | $11,367,000 | 7.68% |
| Black Diamond Financial, LLC | 117,502 | $8,399,000 | 7.16% |