SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $44,287 | +0.4% | 851 | +0.6% | 0.02% | -5.9% |
| Q1 2024 | $44,111 | -0.1% | 846 | 0.0% | 0.02% | -5.6% |
| Q4 2023 | $44,145 | -50.2% | 846 | -51.8% | 0.02% | -56.1% |
| Q3 2023 | $88,556 | -7.1% | 1,754 | -3.6% | 0.04% | -6.8% |
| Q2 2023 | $95,363 | +1.9% | 1,819 | +0.6% | 0.04% | -4.3% |
| Q4 2022 | $93,617 | – | 1,808 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARSHALL FINANCIAL GROUP INC /ADV | 245,534 | $13,075,000 | 12.39% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1,275,098 | $67,899,000 | 10.49% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 257,455 | $13,709,000 | 7.67% |
| Resource Planning Group | 172,886 | $9,206,000 | 6.87% |
| FINANCIAL LIFE ADVISORS | 158,186 | $8,423,000 | 6.52% |
| Burt Wealth Advisors | 223,704 | $11,912,000 | 5.63% |
| Morningstar Investment Management LLC | 121,239 | $6,456,000 | 5.13% |
| Gilbert & Cook, Inc. | 250,120 | $13,319,000 | 4.70% |
| LINCOLN CAPITAL CORP | 90,188 | $4,802,000 | 4.43% |
| Heritage Wealth Advisors | 409,854 | $21,824,000 | 4.26% |