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 | $642,355 | +20.9% | 13,538 | +25.4% | 0.38% | +19.9% |
| Q1 2024 | $531,392 | +9.7% | 10,792 | +5.3% | 0.32% | +3.3% |
| Q4 2023 | $484,299 | +83.0% | 10,251 | +60.4% | 0.31% | +59.9% |
| Q3 2023 | $264,661 | -1.2% | 6,390 | +4.5% | 0.19% | -1.5% |
| Q2 2023 | $267,905 | -47.9% | 6,117 | -50.1% | 0.20% | -3.5% |
| Q1 2023 | $514,216 | +149.3% | 12,264 | +140.9% | 0.20% | +14.8% |
| Q4 2022 | $206,247 | – | 5,091 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |