SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 461 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 2.93 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $205,971 | -1.6% | 10,314 | 0.0% | 0.08% | -6.0% |
| Q1 2024 | $209,375 | -9.6% | 10,314 | -7.8% | 0.08% | -14.4% |
| Q4 2023 | $231,580 | -75.9% | 11,182 | -77.6% | 0.10% | -79.7% |
| Q4 2022 | $961,279 | +202.3% | 49,833 | +453.7% | 0.48% | +168.0% |
| Q3 2020 | $318,000 | -33.3% | 9,000 | -33.6% | 0.18% | -40.7% |
| Q2 2020 | $477,000 | -24.9% | 13,557 | -30.1% | 0.30% | -36.7% |
| Q1 2020 | $635,000 | -59.0% | 19,404 | -42.5% | 0.47% | -62.1% |
| Q4 2019 | $1,550,000 | -2.5% | 33,721 | +0.0% | 1.25% | +4.1% |
| Q3 2019 | $1,590,000 | +5.2% | 33,711 | -0.9% | 1.20% | +2.7% |
| Q2 2019 | $1,512,000 | -9.4% | 34,015 | -9.4% | 1.17% | -13.2% |
| Q1 2019 | $1,669,000 | +40.4% | 37,561 | +21.6% | 1.35% | +0.1% |
| Q4 2018 | $1,189,000 | – | 30,877 | – | 1.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,489,425 | $66,190,000 | 11.17% |
| Invst, LLC | 426,852 | $18,931,000 | 9.72% |
| PIERSHALE FINANCIAL GROUP, INC. | 369,599 | $16,425,000 | 9.37% |
| CITIZENS & NORTHERN CORP | 275,722 | $12,253,000 | 6.81% |
| MONEYWISE, INC. | 168,373 | $7,482,000 | 5.71% |
| Brand Asset Management Group, Inc. | 193,854 | $8,615,000 | 5.66% |
| Whitnell & Co. | 336,593 | $14,958,000 | 5.60% |
| Moisand Fitzgerald Tamayo, LLC | 231,318 | $10,280,000 | 5.60% |
| Omega Financial Group, LLC | 139,624 | $6,205,000 | 4.58% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 137,107 | $6,086,000 | 4.53% |