SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 838 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $124 | +10.7% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $112 | -4.3% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $117 | +4.5% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $112 | +3.7% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $108 | -99.9% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $100,000 | 0.0% | 1,651 | +3.6% | 0.00% | 0.0% |
| Q2 2022 | $100,000 | -17.4% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $121,000 | -5.5% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $128,000 | +4.9% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $122,000 | -2.4% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $125,000 | +5.0% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $119,000 | +9.2% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $109,000 | +23.9% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $88,000 | +4.8% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $84,000 | +33.3% | 1,594 | +6.3% | 0.00% | +100.0% |
| Q1 2020 | $63,000 | -19.2% | 1,500 | +15.4% | 0.00% | 0.0% |
| Q4 2019 | $78,000 | +5.4% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $74,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $74,000 | +2.8% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $72,000 | +16.1% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $62,000 | -17.3% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $75,000 | +53.1% | 1,300 | +44.4% | 0.00% | 0.0% |
| Q2 2018 | $49,000 | +2.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $48,000 | +6.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $45,000 | +4.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $43,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $43,000 | +4.9% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $41,000 | +5.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $39,000 | +2.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | -57.8% | 900 | -59.1% | 0.00% | 0.0% |
| Q1 2016 | $90,000 | +104.5% | 2,200 | +100.0% | 0.00% | 0.0% |
| Q4 2015 | $44,000 | +91.3% | 1,100 | +83.3% | 0.00% | – |
| Q3 2015 | $23,000 | -11.5% | 600 | 0.0% | 0.00% | – |
| Q2 2015 | $26,000 | +100.0% | 600 | +100.0% | 0.00% | – |
| Q1 2015 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | – |
| Q4 2014 | $12,000 | – | 300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 947,193 | $44,831,000 | 23.72% |
| MONEYWISE, INC. | 304,124 | $14,394,000 | 13.04% |
| CWH Capital Management, Inc. | 497,542 | $23,549,000 | 12.26% |
| Legacy Wealth Management, Inc | 961,304 | $45,498,000 | 11.42% |
| SVA Wealth Management, LLC | 1,413,058 | $66,880,000 | 9.07% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 158,726 | $7,513,000 | 8.28% |
| WealthTrust-Arizona, LLC | 291,015 | $13,774,000 | 7.41% |
| Brouwer & Janachowski, LLC | 693,758 | $32,836,000 | 7.16% |
| Moisand Fitzgerald Tamayo, LLC | 211,010 | $9,987,000 | 7.04% |
| Summit Asset Management, LLC | 240,483 | $11,382,000 | 6.58% |