SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,031 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,977,531 | -15.5% | 41,676 | -12.3% | 0.05% | -20.7% |
| Q1 2024 | $2,340,185 | +10.4% | 47,526 | +6.0% | 0.06% | -29.3% |
| Q4 2023 | $2,118,819 | +15.3% | 44,852 | +1.1% | 0.08% | +1.2% |
| Q3 2023 | $1,838,083 | +88.0% | 44,377 | +98.8% | 0.08% | +76.1% |
| Q2 2023 | $977,871 | +243.4% | 22,326 | +228.7% | 0.05% | +142.1% |
| Q1 2023 | $284,795 | +3.5% | 6,792 | +0.0% | 0.02% | -5.0% |
| Q4 2022 | $275,093 | +14.6% | 6,791 | +7.1% | 0.02% | +5.3% |
| Q3 2022 | $240,000 | -2.8% | 6,343 | +0.0% | 0.02% | -17.4% |
| Q2 2022 | $247,000 | -21.1% | 6,341 | -4.2% | 0.02% | -8.0% |
| Q1 2022 | $313,000 | – | 6,616 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 376,809 | $25,744,000 | 20.15% |
| Strategic Financial Planning, Inc. | 170,788 | $11,669,000 | 12.14% |
| MONEYWISE, INC. | 216,605 | $14,798,000 | 11.75% |
| Financial Advisors, LLC | 253,496 | $17,319,000 | 9.11% |
| Marcum Wealth, LLC | 389,483 | $26,609,000 | 8.16% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 172,824 | $11,807,000 | 8.13% |
| Financial Management Professionals, Inc. | 329,516 | $22,513,000 | 8.03% |
| Mokosak Advisory Group, LLC | 205,126 | $14,011,000 | 8.01% |
| Charles Schwab Investment Advisory, Inc. | 41,826,510 | $2,857,588,000 | 6.80% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,236 | $10,742,000 | 6.35% |