SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 823 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.50 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $215,773 | -91.2% | 2,650 | -91.8% | 0.02% | -91.8% |
| Q4 2023 | $2,442,611 | +14.4% | 32,430 | +2.8% | 0.21% | -5.5% |
| Q3 2023 | $2,135,901 | -72.5% | 31,559 | -71.2% | 0.22% | -77.6% |
| Q2 2023 | $7,778,235 | +11.7% | 109,506 | +6.7% | 0.98% | -15.5% |
| Q1 2023 | $6,964,920 | +6.1% | 102,652 | +2.6% | 1.16% | -3.7% |
| Q4 2022 | $6,564,845 | +18.2% | 100,059 | +9.0% | 1.20% | -11.4% |
| Q3 2022 | $5,556,000 | -2.8% | 91,790 | +0.7% | 1.36% | +8.0% |
| Q2 2022 | $5,715,000 | +37.7% | 91,109 | +66.5% | 1.26% | +47.0% |
| Q1 2022 | $4,150,000 | +14.5% | 54,706 | +21.4% | 0.86% | +10.6% |
| Q4 2021 | $3,624,000 | – | 45,052 | – | 0.77% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |