SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $227 | -38.3% | 4,785 | -36.0% | 0.01% | -26.7% |
| Q1 2024 | $368 | +62.8% | 7,472 | +56.0% | 0.02% | +7.1% |
| Q4 2023 | $226 | +12.4% | 4,789 | -1.2% | 0.01% | 0.0% |
| Q3 2023 | $201 | -68.6% | 4,848 | -68.1% | 0.01% | -12.5% |
| Q2 2023 | $640 | +96.9% | 15,192 | +95.9% | 0.02% | 0.0% |
| Q1 2023 | $325 | +5.9% | 7,754 | +2.3% | 0.02% | -5.9% |
| Q4 2022 | $307 | -99.9% | 7,583 | +3.0% | 0.02% | 0.0% |
| Q3 2022 | $278,000 | -23.6% | 7,363 | -21.2% | 0.02% | -15.0% |
| Q2 2022 | $364,000 | -64.4% | 9,345 | -6.5% | 0.02% | -60.8% |
| Q4 2021 | $1,023,000 | +228.9% | 9,994 | +222.0% | 0.05% | +183.3% |
| Q3 2021 | $311,000 | -16.4% | 3,104 | -13.1% | 0.02% | -21.7% |
| Q2 2021 | $372,000 | +15.9% | 3,573 | +11.0% | 0.02% | -4.2% |
| Q1 2021 | $321,000 | +18.9% | 3,219 | +6.1% | 0.02% | +9.1% |
| Q4 2020 | $270,000 | – | 3,035 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |