SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 183 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,418,120 | +17.8% | 190,887 | +18.8% | 0.02% | +11.1% |
| Q1 2024 | $7,148,486 | +21.5% | 160,676 | +22.8% | 0.02% | +5.9% |
| Q4 2023 | $5,881,467 | +38.1% | 130,874 | +29.7% | 0.02% | +21.4% |
| Q3 2023 | $4,259,482 | +1967.0% | 100,936 | +2057.7% | 0.01% | +600.0% |
| Q2 2023 | $206,066 | – | 4,678 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RiverFront Investment Group, LLC | 3,954,083 | $174,374 | 4.65% |
| Gunma Bank,Ltd. | 110,000 | $4,851 | 4.04% |
| Marmo Financial Group, LLC | 138,723 | $6,117,673 | 3.70% |
| Kaizen Financial Strategies | 130,547 | $5,853,727 | 3.65% |
| San Luis Wealth Advisors LLC | 328,242 | $14,475 | 3.48% |
| WestHill Financial Advisors, Inc. | 247,879 | $10,931,449 | 2.65% |
| Valtinson Bruner Financial Planning LLC | 112,140 | $4,945,377 | 1.96% |
| Semmax Financial Advisors Inc. | 135,360 | $6,149,402 | 1.85% |
| FFG RETIREMENT ADVISORS LLC | 54,115 | $2,386,472 | 1.66% |
| Bouchey Financial Group Ltd | 374,003 | $16,493,000 | 1.57% |