SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $231,270 | -0.6% | 6,500 | 0.0% | 0.03% | 0.0% |
Q1 2024 | $232,700 | +2.6% | 6,500 | 0.0% | 0.03% | -7.1% |
Q4 2023 | $226,785 | +5.0% | 6,500 | -3.0% | 0.03% | -6.7% |
Q3 2023 | $216,075 | -18.0% | 6,700 | -14.1% | 0.03% | -18.9% |
Q2 2023 | $263,406 | +0.2% | 7,800 | 0.0% | 0.04% | -9.8% |
Q1 2023 | $262,938 | +100258.0% | 7,800 | -6.2% | 0.04% | -18.0% |
Q4 2022 | $262 | +19.6% | 8,320 | +5.5% | 0.05% | +6.4% |
Q3 2022 | $219 | – | 7,885 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 260,466 | $9,025,000 | 8.77% |
Mokosak Advisory Group, LLC | 278,370 | $9,654,000 | 5.84% |
Northwest Capital Management Inc | 178,325 | $6,179,000 | 5.65% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,480,250 | $120,598,000 | 4.26% |
Relaxing Retirement Coach | 413,589 | $14,323,000 | 4.19% |
DWM Financial Group, Inc. | 109,436 | $3,792,000 | 3.86% |
McAdam, LLC | 398,137 | $13,795,000 | 3.33% |
Peak Financial Management, Inc. | 399,898 | $13,856,000 | 2.96% |
SHINE INVESTMENT ADVISORY SERVICES INC | 210,913 | $7,308,000 | 2.91% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 92,842 | $3,217,000 | 2.84% |