SCHWAB STRATEGIC TR's ticker is and the CUSIP is 808524649. A total of 49 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,230 | -3.9% | 43,384 | -2.7% | 1.26% | -6.8% |
| Q1 2024 | $2,320 | +2.7% | 44,568 | +3.8% | 1.35% | -7.5% |
| Q4 2023 | $2,260 | +37.1% | 42,949 | +29.2% | 1.46% | +21.2% |
| Q3 2023 | $1,648 | -5.5% | 33,252 | -1.1% | 1.20% | -1.6% |
| Q2 2023 | $1,743 | +37.6% | 33,632 | +39.0% | 1.22% | +26.6% |
| Q1 2023 | $1,267 | +7.4% | 24,196 | +5.2% | 0.96% | +3.1% |
| Q4 2022 | $1,180 | – | 23,003 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MYECFO, LLC | 91,780 | $4,823,811 | 3.04% |
| O'ROURKE & COMPANY, Inc | 42,949 | $2,260 | 1.46% |
| CARL STUART INVESTMENT ADVISOR, INC | 39,627 | $2,084,776 | 1.40% |
| Wedmont Private Capital | 246,582 | $12,965,224 | 1.06% |
| Lindenwold Advisors, INC | 28,250 | $1,486,233 | 0.84% |
| Beaird Harris Wealth Management, LLC | 120,091 | $6,317,988 | 0.66% |
| Charles Schwab Trust Co | 124,779 | $6,564,623 | 0.65% |
| Pallas Capital Advisors LLC | 126,222 | $6,640,539 | 0.35% |
| FF Advisors,LLC | 6,085 | $320,132 | 0.27% |
| Kades & Cheifetz LLC | 6,865 | $361,146 | 0.26% |