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 | $34,426,494 | +1.0% | 442,329 | +5.7% | 0.21% | -0.5% |
| Q1 2024 | $34,073,514 | +15.4% | 418,439 | +6.8% | 0.21% | +4.5% |
| Q4 2023 | $29,520,603 | +17.3% | 391,936 | +5.4% | 0.20% | +5.3% |
| Q3 2023 | $25,161,745 | -0.1% | 371,775 | +4.8% | 0.19% | +2.7% |
| Q2 2023 | $25,190,565 | -1.7% | 354,647 | -6.1% | 0.18% | -8.0% |
| Q1 2023 | $25,614,000 | +13.3% | 377,509 | +9.5% | 0.20% | +8.6% |
| Q4 2022 | $22,616,000 | +13.2% | 344,707 | +4.4% | 0.18% | +6.3% |
| Q3 2022 | $19,983,000 | +2.8% | 330,130 | +6.5% | 0.17% | +9.4% |
| Q2 2022 | $19,441,000 | -12.6% | 309,913 | +5.7% | 0.16% | +4.6% |
| Q1 2022 | $22,242,000 | +9.1% | 293,194 | +15.6% | 0.15% | +13.4% |
| Q4 2021 | $20,392,000 | +13.6% | 253,543 | +8.3% | 0.13% | +5.5% |
| Q3 2021 | $17,950,000 | +7.2% | 234,153 | +9.4% | 0.13% | -1.6% |
| Q2 2021 | $16,745,000 | +43.0% | 213,945 | +36.0% | 0.13% | +17.3% |
| Q1 2021 | $11,706,000 | +19.2% | 157,279 | +9.2% | 0.11% | +14.6% |
| Q4 2020 | $9,818,000 | +29.1% | 144,001 | +5.0% | 0.10% | +12.9% |
| Q3 2020 | $7,607,000 | +6.4% | 137,107 | +0.9% | 0.08% | -2.3% |
| Q2 2020 | $7,149,000 | +31.2% | 135,856 | +5.1% | 0.09% | +11.5% |
| Q1 2020 | $5,451,000 | -18.1% | 129,285 | +16.8% | 0.08% | +9.9% |
| Q4 2019 | $6,657,000 | +28.4% | 110,674 | +21.9% | 0.07% | +14.5% |
| Q3 2019 | $5,183,000 | -1.5% | 90,786 | -1.5% | 0.06% | -1.6% |
| Q2 2019 | $5,261,000 | +21.8% | 92,144 | +18.2% | 0.06% | +16.7% |
| Q1 2019 | $4,319,000 | +39.8% | 77,969 | +21.0% | 0.05% | +25.6% |
| Q4 2018 | $3,089,000 | -2.6% | 64,457 | +17.6% | 0.04% | +16.2% |
| Q3 2018 | $3,171,000 | +25.7% | 54,824 | +19.3% | 0.04% | +19.4% |
| Q2 2018 | $2,523,000 | -99.8% | 45,969 | +45.1% | 0.03% | +47.6% |
| Q1 2018 | $1,675,080,000 | +28.1% | 31,677 | +29.0% | 0.02% | +31.2% |
| Q4 2017 | $1,307,672,000 | +92.4% | 24,548 | +81.0% | 0.02% | +77.8% |
| Q3 2017 | $679,642,000 | – | 13,563 | – | 0.01% | – |
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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% |