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 | $236,396 | -1.7% | 4,982 | +2.0% | 0.02% | -11.5% |
| Q1 2024 | $240,488 | +15.6% | 4,884 | +10.9% | 0.03% | +4.0% |
| Q4 2023 | $208,036 | +1.0% | 4,404 | +1.5% | 0.02% | +8.7% |
| Q1 2022 | $206,000 | -7.2% | 4,341 | +100.0% | 0.02% | -8.0% |
| Q4 2021 | $222,000 | +2.3% | 2,171 | +0.1% | 0.02% | -3.8% |
| Q3 2021 | $217,000 | -4.0% | 2,169 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $226,000 | +4.6% | 2,169 | +0.0% | 0.03% | -6.9% |
| Q1 2021 | $216,000 | – | 2,168 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 253,241 | $18,102,000 | 11.36% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 168,862 | $12,070,000 | 11.24% |
| MARSHALL FINANCIAL GROUP INC /ADV | 192,196 | $13,738,000 | 10.48% |
| B & T Capital Management DBA Alpha Capital Management | 385,111 | $27,528,000 | 10.39% |
| Apollon Wealth Management, LLC | 125,932 | $9,002,000 | 10.34% |
| MONEYWISE, INC. | 188,435 | $13,469,000 | 10.28% |
| CWH Capital Management, Inc. | 280,547 | $20,053,000 | 8.14% |
| Gemmer Asset Management LLC | 402,990 | $28,806,000 | 7.72% |
| Mokosak Advisory Group, LLC | 158,941 | $11,367,000 | 7.68% |
| Black Diamond Financial, LLC | 117,502 | $8,399,000 | 7.16% |