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 | $1,544,303 | -4.6% | 19,842 | -0.2% | 0.16% | -8.1% |
| Q1 2024 | $1,619,072 | +8.8% | 19,883 | -0.6% | 0.17% | -1.1% |
| Q4 2023 | $1,487,966 | +13.3% | 20,002 | +1.8% | 0.18% | +1.2% |
| Q3 2023 | $1,313,036 | -1.7% | 19,644 | +3.1% | 0.17% | +1.8% |
| Q2 2023 | $1,335,311 | +1.7% | 19,046 | -1.6% | 0.17% | -5.0% |
| Q1 2023 | $1,313,440 | +2.2% | 19,358 | -1.2% | 0.18% | +0.6% |
| Q4 2022 | $1,285,563 | -3.7% | 19,594 | -11.1% | 0.18% | -12.3% |
| Q3 2022 | $1,335,000 | -32.5% | 22,048 | -30.0% | 0.20% | -33.4% |
| Q2 2022 | $1,977,000 | +63.4% | 31,515 | +97.6% | 0.30% | +84.8% |
| Q1 2022 | $1,210,000 | -5.2% | 15,950 | +0.5% | 0.16% | -6.8% |
| Q4 2021 | $1,276,000 | +5.8% | 15,865 | +0.8% | 0.18% | -3.8% |
| Q3 2021 | $1,206,000 | -2.8% | 15,732 | -0.8% | 0.18% | -1.6% |
| Q2 2021 | $1,241,000 | +0.9% | 15,860 | -4.0% | 0.19% | -6.0% |
| Q1 2021 | $1,230,000 | +32.4% | 16,524 | +21.2% | 0.20% | +15.0% |
| Q4 2020 | $929,000 | +1.0% | 13,629 | -17.8% | 0.17% | -9.4% |
| Q3 2020 | $920,000 | +6.0% | 16,578 | +0.5% | 0.19% | -0.5% |
| Q2 2020 | $868,000 | +21.9% | 16,490 | -2.3% | 0.19% | +2.1% |
| Q1 2020 | $712,000 | -32.1% | 16,886 | -3.2% | 0.19% | -13.8% |
| Q4 2019 | $1,049,000 | +7.2% | 17,441 | +0.7% | 0.22% | +0.5% |
| Q3 2019 | $979,000 | -0.1% | 17,316 | +0.9% | 0.22% | -1.4% |
| Q2 2019 | $980,000 | +8.8% | 17,160 | +5.5% | 0.22% | +2.8% |
| Q1 2019 | $901,000 | +21.4% | 16,269 | +5.0% | 0.21% | +5.9% |
| Q4 2018 | $742,000 | +83.7% | 15,488 | +121.7% | 0.20% | +119.6% |
| Q3 2018 | $404,000 | +7.2% | 6,985 | +1.6% | 0.09% | -3.2% |
| Q2 2018 | $377,000 | +41.7% | 6,872 | +29.3% | 0.10% | +25.0% |
| Q3 2017 | $266,000 | – | 5,315 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |