SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 461 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 2.93 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,936 | -1.6% | 1,499 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $30,430 | -2.0% | 1,499 | 0.0% | 0.01% | -15.4% |
| Q4 2023 | $31,045 | +16.7% | 1,499 | 0.0% | 0.01% | +8.3% |
| Q3 2023 | $26,608 | -33.1% | 1,499 | -26.4% | 0.01% | -33.3% |
| Q2 2023 | $39,783 | +37.6% | 2,037 | +35.9% | 0.02% | +28.6% |
| Q4 2022 | $28,916 | – | 1,499 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 317,271 | $6,186,794 | 5.65% |
| Pioneer Wealth Management Group | 296,346 | $5,778,748 | 5.14% |
| Cypress Point Wealth Management, LLC | 176,421 | $3,440,205 | 4.85% |
| RATIONAL ADVISORS LLC | 2,471,651 | $48,197,195 | 3.94% |
| WEALTH MANAGEMENT RESOURCES, INC. | 303,625 | $5,920,726 | 3.64% |
| Upper Left Wealth Management, LLC | 163,530 | $3,188,835 | 3.62% |
| Moisand Fitzgerald Tamayo, LLC | 849,613 | $16,567,456 | 3.54% |
| Courage Miller Partners, LLC | 395,056 | $7,703,597 | 3.26% |
| Firestone Capital Management | 438,447 | $8,549,711 | 3.08% |
| BlueSky Wealth Advisors, LLC | 690,425 | $13,463,281 | 2.78% |