SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,860 | +2.9% | 70,030 | -2.2% | 0.68% | +5.4% |
| Q1 2024 | $1,808 | +4.4% | 71,612 | +2.5% | 0.64% | -3.0% |
| Q4 2023 | $1,732 | +3.2% | 69,880 | -0.3% | 0.66% | -6.2% |
| Q3 2023 | $1,678 | -1.8% | 70,094 | +1.0% | 0.71% | +3.8% |
| Q2 2023 | $1,709 | +0.3% | 69,371 | -0.2% | 0.68% | -4.5% |
| Q1 2023 | $1,704 | +3.5% | 69,495 | -0.1% | 0.72% | -2.2% |
| Q4 2022 | $1,646 | -99.9% | 69,531 | -10.1% | 0.73% | -9.9% |
| Q3 2022 | $1,732,000 | -8.3% | 77,338 | +2.9% | 0.81% | +6.3% |
| Q2 2022 | $1,888,000 | -10.1% | 75,140 | -0.7% | 0.76% | -0.7% |
| Q1 2022 | $2,101,000 | -3.2% | 75,643 | +3.2% | 0.77% | -1.2% |
| Q4 2021 | $2,171,000 | -13.3% | 73,279 | -10.8% | 0.78% | -16.5% |
| Q3 2021 | $2,505,000 | -6.1% | 82,184 | +1.2% | 0.93% | -6.2% |
| Q2 2021 | $2,669,000 | +4.3% | 81,176 | +0.8% | 0.99% | +11.8% |
| Q1 2021 | $2,559,000 | -2.9% | 80,537 | -6.3% | 0.89% | -14.1% |
| Q4 2020 | $2,635,000 | +14.1% | 85,962 | -0.4% | 1.03% | -1.2% |
| Q3 2020 | $2,309,000 | – | 86,301 | – | 1.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 931,712 | $25,072,000 | 8.92% |
| Invst, LLC | 334,759 | $9,008,000 | 7.88% |
| PIERSHALE FINANCIAL GROUP, INC. | 469,785 | $12,642,000 | 7.16% |
| B & T Capital Management DBA Alpha Capital Management | 539,030 | $14,505,000 | 6.89% |
| Ironwood Wealth Management, LLC. | 261,457 | $7,036,000 | 6.58% |
| Emery Howard Portfolio Management, Inc. | 1,064,203 | $28,638,000 | 6.35% |
| WealthTrust Fairport, LLC | 2,163,773 | $58,227,000 | 6.14% |
| Almanack Investment Partners, LLC. | 440,477 | $11,853,000 | 5.75% |
| APPLETON GROUP, LLC | 196,930 | $5,299,000 | 5.69% |
| Kohmann Bosshard Financial Services, LLC | 296,050 | $7,967,000 | 5.60% |