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 | $74,308 | +848.9% | 1,685 | +857.4% | 0.00% | – |
| Q1 2024 | $7,831 | -59.5% | 176 | -59.1% | 0.00% | -100.0% |
| Q4 2023 | $19,324 | +177.5% | 430 | +160.6% | 0.00% | – |
| Q3 2023 | $6,963 | -82.4% | 165 | -80.4% | 0.00% | -100.0% |
| Q2 2023 | $39,526 | +250.9% | 842 | +272.6% | 0.00% | – |
| Q1 2023 | $11,263 | +102290.9% | 226 | 0.0% | 0.00% | – |
| Q4 2022 | $11 | -99.9% | 226 | -0.4% | 0.00% | – |
| Q3 2022 | $13,000 | +8.3% | 227 | -0.4% | 0.00% | – |
| Q2 2022 | $12,000 | -50.0% | 228 | -50.0% | 0.00% | – |
| Q1 2022 | $24,000 | +380.0% | 456 | +370.1% | 0.00% | – |
| Q4 2021 | $5,000 | +150.0% | 97 | +193.9% | 0.00% | – |
| Q3 2021 | $2,000 | -83.3% | 33 | -85.0% | 0.00% | – |
| Q2 2021 | $12,000 | -89.9% | 220 | -90.5% | 0.00% | -100.0% |
| Q1 2021 | $119,000 | – | 2,306 | – | 0.00% | – |
Download | ||||||
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% |