SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 372 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 | $1,713,187 | -17.5% | 48,150 | -17.0% | 0.62% | -5.9% |
| Q1 2024 | $2,075,836 | +2.1% | 57,984 | -0.5% | 0.66% | -2.6% |
| Q4 2023 | $2,034,130 | +7.6% | 58,301 | -0.6% | 0.68% | -6.6% |
| Q3 2023 | $1,891,179 | -5.7% | 58,641 | -1.3% | 0.73% | -13.2% |
| Q2 2023 | $2,005,540 | -0.3% | 59,388 | -0.5% | 0.84% | -13.9% |
| Q1 2023 | $2,012,529 | +3.2% | 59,701 | -3.6% | 0.98% | -5.7% |
| Q4 2022 | $1,949,853 | +5.2% | 61,959 | -7.2% | 1.04% | -3.5% |
| Q3 2022 | $1,854,000 | -14.0% | 66,795 | -3.2% | 1.07% | -4.9% |
| Q2 2022 | $2,155,000 | -24.5% | 69,017 | -8.2% | 1.13% | -15.9% |
| Q1 2022 | $2,853,000 | -4.8% | 75,151 | -3.5% | 1.34% | -5.5% |
| Q4 2021 | $2,997,000 | -61.5% | 77,846 | -56.8% | 1.42% | -65.0% |
| Q3 2021 | $7,789,000 | +1.2% | 180,337 | -0.6% | 4.05% | -6.5% |
| Q2 2021 | $7,693,000 | +0.7% | 181,387 | -6.4% | 4.33% | -21.9% |
| Q1 2021 | $7,641,000 | +2.6% | 193,829 | -2.0% | 5.55% | +0.1% |
| Q4 2020 | $7,447,000 | +15.9% | 197,819 | +0.1% | 5.54% | +4.2% |
| Q3 2020 | $6,428,000 | +10.3% | 197,605 | +0.3% | 5.32% | +4.0% |
| Q2 2020 | $5,827,000 | +29.6% | 197,066 | +7.0% | 5.12% | +13.8% |
| Q1 2020 | $4,495,000 | -27.3% | 184,223 | +3.3% | 4.50% | -20.4% |
| Q4 2019 | $6,179,000 | +35.6% | 178,325 | +24.5% | 5.65% | +17.4% |
| Q3 2019 | $4,556,000 | -4.8% | 143,273 | -2.3% | 4.81% | -8.0% |
| Q2 2019 | $4,786,000 | +3.6% | 146,612 | +2.3% | 5.23% | -6.1% |
| Q1 2019 | $4,621,000 | +6.0% | 143,271 | -4.3% | 5.57% | -9.0% |
| Q4 2018 | $4,358,000 | -20.2% | 149,740 | -2.3% | 6.12% | +5.4% |
| Q3 2018 | $5,464,000 | +2.9% | 153,205 | +4.1% | 5.81% | -12.1% |
| Q2 2018 | $5,310,000 | +0.9% | 147,217 | +2.1% | 6.60% | +17.2% |
| Q1 2018 | $5,263,000 | +8.9% | 144,134 | +9.2% | 5.64% | +6.3% |
| Q4 2017 | $4,834,000 | – | 131,981 | – | 5.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
| Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
| Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
| Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
| DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
| McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
| Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |