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 | $1,308,007 | -7.0% | 27,566 | -3.4% | 0.68% | -10.1% |
| Q1 2024 | $1,405,802 | -2.2% | 28,550 | -6.2% | 0.75% | -7.8% |
| Q4 2023 | $1,437,749 | +8.1% | 30,435 | -5.3% | 0.82% | -1.7% |
| Q3 2023 | $1,330,535 | -7.2% | 32,123 | -1.8% | 0.83% | -7.4% |
| Q2 2023 | $1,433,048 | -8.2% | 32,718 | -12.1% | 0.90% | -11.6% |
| Q1 2023 | $1,560,215 | -7.6% | 37,210 | -10.8% | 1.01% | -11.4% |
| Q4 2022 | $1,689,024 | -23.7% | 41,694 | -28.9% | 1.14% | -28.5% |
| Q3 2022 | $2,215,000 | +74.0% | 58,601 | +79.4% | 1.60% | +79.8% |
| Q2 2022 | $1,273,000 | -18.1% | 32,662 | -0.4% | 0.89% | -7.0% |
| Q1 2022 | $1,554,000 | -8.4% | 32,804 | +98.1% | 0.96% | -5.7% |
| Q4 2021 | $1,696,000 | +0.2% | 16,559 | -2.1% | 1.02% | -5.5% |
| Q3 2021 | $1,693,000 | -9.8% | 16,909 | -6.1% | 1.08% | -13.4% |
| Q2 2021 | $1,877,000 | -3.6% | 18,015 | -6.4% | 1.24% | -10.7% |
| Q1 2021 | $1,948,000 | +5.6% | 19,240 | -7.2% | 1.39% | -13.5% |
| Q4 2020 | $1,845,000 | – | 20,727 | – | 1.61% | – |
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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% |