SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,016 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.71 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,052,928 | -10.6% | 85,414 | -7.2% | 2.03% | -18.1% |
| Q1 2024 | $4,534,422 | -16.3% | 92,088 | -19.7% | 2.48% | -26.2% |
| Q4 2023 | $5,414,977 | +23.3% | 114,626 | +8.1% | 3.35% | +7.4% |
| Q3 2023 | $4,390,597 | +7.0% | 106,001 | +13.1% | 3.12% | +7.8% |
| Q2 2023 | $4,105,273 | -1.7% | 93,727 | -5.9% | 2.90% | -1.4% |
| Q1 2023 | $4,177,537 | +21.7% | 99,631 | +17.6% | 2.94% | +6.4% |
| Q4 2022 | $3,431,480 | +19.7% | 84,706 | +11.7% | 2.76% | +2.2% |
| Q3 2022 | $2,866,153 | +16.2% | 75,824 | +19.8% | 2.70% | +12.4% |
| Q2 2022 | $2,467,428 | +24.3% | 63,283 | +51.0% | 2.40% | +34.4% |
| Q1 2022 | $1,984,475 | +47.2% | 41,901 | +218.3% | 1.79% | +37.6% |
| Q4 2021 | $1,348,198 | – | 13,166 | – | 1.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |