SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 823 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.50 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $451,302 | +21.3% | 5,799 | +26.9% | 0.16% | +17.1% |
| Q1 2024 | $372,018 | +8.1% | 4,569 | +0.0% | 0.14% | 0.0% |
| Q4 2023 | $344,043 | +16.5% | 4,568 | +4.7% | 0.14% | +3.7% |
| Q3 2023 | $295,246 | +187.9% | 4,362 | +202.1% | 0.14% | +187.2% |
| Q2 2023 | $102,566 | +0.6% | 1,444 | -7.0% | 0.05% | -6.0% |
| Q4 2022 | $101,922 | – | 1,553 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Richardson Capital Management LLC | 167,428 | $13,030,959 | 10.03% |
| Schaeffer Financial LLC | 104,809 | $8,157,284 | 8.85% |
| BUSH INVESTMENT GROUP, LLC | 127,706 | $9,939,358 | 8.53% |
| Mokosak Advisory Group, LLC | 326,087 | $25,380,987 | 8.39% |
| Northeast Financial Group, Inc. | 243,563 | $18,956,576 | 8.12% |
| Newton One Investments LLC | 230,886 | $17,969,880 | 7.75% |
| Legacy Wealth Management, Inc | 1,344,981 | $104,679,835 | 7.58% |
| Elwood & Goetz Wealth Advisory Group, LLC | 323,794 | $25,200,888 | 7.15% |
| Fragasso Financial Advisors Inc | 1,024,471 | $79,734,560 | 6.57% |
| Summit Financial Strategies, Inc. | 642,116 | $49,975,854 | 6.22% |