SCHWAB STRATEGIC TR's ticker is SCHC and the CUSIP is 808524888. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205 | -6.8% | 5 | 0.0% | 0.00% | – |
| Q4 2021 | $220 | +0.9% | 5 | 0.0% | 0.00% | – |
| Q3 2021 | $218 | +4260.0% | 5 | -97.7% | 0.00% | – |
| Q2 2021 | $5 | -97.6% | 218 | +4260.0% | 0.00% | – |
| Q1 2021 | $206 | +4.6% | 5 | 0.0% | 0.00% | – |
| Q4 2020 | $197 | +18.0% | 5 | 0.0% | 0.00% | – |
| Q3 2020 | $167 | +9.9% | 5 | 0.0% | 0.00% | – |
| Q2 2020 | $152 | +21.6% | 5 | 0.0% | 0.00% | – |
| Q1 2020 | $125 | -29.8% | 5 | 0.0% | 0.00% | – |
| Q4 2019 | $178 | +11.9% | 5 | 0.0% | 0.00% | – |
| Q3 2019 | $159 | – | 5 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 311,833 | $11,170,000 | 5.70% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,456,446 | $52,141,000 | 4.32% |
| Brouwer & Janachowski, LLC | 593,298 | $21,252,000 | 4.12% |
| MATHER GROUP, LLC. | 845,905 | $30,300,000 | 3.68% |
| Peak Financial Management, Inc. | 530,596 | $19,006,000 | 3.66% |
| Courage Miller Partners, LLC | 130,959 | $4,691,000 | 2.93% |
| Kohmann Bosshard Financial Services, LLC | 107,099 | $3,836,000 | 2.70% |
| Moisand Fitzgerald Tamayo, LLC | 120,392 | $4,312,000 | 2.63% |
| McAdam, LLC | 102,638 | $3,676,000 | 2.60% |
| Charles Schwab Investment Advisory, Inc. | 17,210,349 | $616,475,000 | 2.53% |