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 | $637,521 | -1.8% | 17,918 | +67.0% | 0.36% | -1.9% |
| Q1 2024 | $649,519 | +2.8% | 10,730 | -40.7% | 0.36% | -3.5% |
| Q4 2023 | $631,753 | +7.0% | 18,107 | -1.1% | 0.38% | -3.4% |
| Q3 2023 | $590,595 | -8.3% | 18,313 | -4.0% | 0.39% | -7.4% |
| Q2 2023 | $644,196 | -10.7% | 19,076 | -10.8% | 0.42% | -6.3% |
| Q1 2023 | $721,125 | +6.3% | 21,392 | -0.8% | 0.45% | +0.2% |
| Q4 2022 | $678,304 | – | 21,554 | – | 0.45% | – |
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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% |