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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $10,000 | -16.7% | 374 | -9.7% | 0.01% | -12.5% |
| Q4 2021 | $12,000 | +20.0% | 414 | +29.0% | 0.01% | +14.3% |
| Q3 2021 | $10,000 | 0.0% | 321 | +11.1% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 289 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $9,000 | -18.2% | 289 | -17.4% | 0.01% | -30.0% |
| Q4 2020 | $11,000 | – | 350 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,444,149 | $66,896,000 | 28.86% |
| Radnor Financial Advisors, LLC | 770,120 | $21,078,000 | 14.42% |
| Your Advocates Ltd., LLP | 581,766 | $15,923,000 | 12.58% |
| COOPER/HAIMS ADVISORS, LLC | 771,822 | $21,125,000 | 11.62% |
| B & T Capital Management DBA Alpha Capital Management | 1,084,097 | $29,672,000 | 10.94% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,783 | $12,201,000 | 10.77% |
| Holistic Financial Partners | 636,762 | $17,428,000 | 10.42% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,898,759 | $51,969,000 | 9.93% |
| Golden State Wealth Management, LLC | 1,898,759 | $51,969,000 | 9.93% |
| Focused Wealth Management, Inc | 1,481,484 | $40,548,000 | 9.58% |