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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $7,149 | +2015.1% | 287 | +4683.3% | 0.00% | – |
| Q4 2021 | $338 | +16.2% | 6 | 0.0% | 0.00% | – |
| Q3 2021 | $291 | +4750.0% | 6 | -97.9% | 0.00% | – |
| Q2 2021 | $6 | -97.7% | 290 | +4733.3% | 0.00% | – |
| Q1 2021 | $259 | +8.4% | 6 | 0.0% | 0.00% | – |
| Q4 2020 | $239 | +8.6% | 6 | 0.0% | 0.00% | – |
| Q3 2020 | $220 | +0.9% | 6 | 0.0% | 0.00% | – |
| Q2 2020 | $218 | +8.5% | 6 | 0.0% | 0.00% | – |
| Q1 2020 | $201 | -28.5% | 6 | 0.0% | 0.00% | – |
| Q4 2019 | $281 | -1.4% | 6 | 0.0% | 0.00% | – |
| Q3 2019 | $285 | – | 6 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,489,425 | $66,190,000 | 11.17% |
| Invst, LLC | 426,852 | $18,931,000 | 9.72% |
| PIERSHALE FINANCIAL GROUP, INC. | 369,599 | $16,425,000 | 9.37% |
| CITIZENS & NORTHERN CORP | 275,722 | $12,253,000 | 6.81% |
| MONEYWISE, INC. | 168,373 | $7,482,000 | 5.71% |
| Brand Asset Management Group, Inc. | 193,854 | $8,615,000 | 5.66% |
| Whitnell & Co. | 336,593 | $14,958,000 | 5.60% |
| Moisand Fitzgerald Tamayo, LLC | 231,318 | $10,280,000 | 5.60% |
| Omega Financial Group, LLC | 139,624 | $6,205,000 | 4.58% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 137,107 | $6,086,000 | 4.53% |