SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $480,267 | -8.9% | 18,082 | -13.4% | 0.46% | -6.3% |
| Q1 2024 | $527,015 | -5.0% | 20,872 | -6.8% | 0.49% | -13.6% |
| Q4 2023 | $554,886 | +3.3% | 22,383 | -0.3% | 0.57% | -8.1% |
| Q3 2023 | $537,258 | +0.8% | 22,442 | +3.7% | 0.62% | +2.2% |
| Q2 2023 | $532,773 | -0.1% | 21,631 | -0.6% | 0.60% | -1.1% |
| Q1 2023 | $533,530 | +4.7% | 21,759 | +1.0% | 0.61% | +0.8% |
| Q4 2022 | $509,804 | +3.8% | 21,538 | -1.8% | 0.60% | -21.9% |
| Q3 2022 | $491,000 | -14.9% | 21,932 | -3.6% | 0.78% | +10.2% |
| Q2 2022 | $577,000 | +5.7% | 22,748 | +15.7% | 0.70% | +3.7% |
| Q1 2022 | $546,000 | – | 19,668 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,444,149 | $66,896,000 | 28.86% |
| Radnor Financial Advisors, LLC | 770,120 | $21,078,000 | 14.42% |
| Your Advocates Ltd., LLP | 581,766 | $15,923,000 | 12.58% |
| COOPER/HAIMS ADVISORS, LLC | 771,822 | $21,125,000 | 11.62% |
| B & T Capital Management DBA Alpha Capital Management | 1,084,097 | $29,672,000 | 10.94% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,783 | $12,201,000 | 10.77% |
| Holistic Financial Partners | 636,762 | $17,428,000 | 10.42% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,898,759 | $51,969,000 | 9.93% |
| Golden State Wealth Management, LLC | 1,898,759 | $51,969,000 | 9.93% |
| Focused Wealth Management, Inc | 1,481,484 | $40,548,000 | 9.58% |