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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $241,270 | -4.4% | 3,100 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $252,430 | +8.2% | 3,100 | +0.1% | 0.01% | 0.0% |
Q4 2023 | $233,298 | +10.6% | 3,097 | -0.6% | 0.01% | 0.0% |
Q3 2023 | $210,868 | -5.5% | 3,116 | -0.8% | 0.01% | 0.0% |
Q2 2023 | $223,080 | +6.6% | 3,141 | +1.8% | 0.01% | 0.0% |
Q1 2023 | $209,338 | +3.5% | 3,085 | +0.1% | 0.01% | 0.0% |
Q4 2022 | $202,245 | -13.9% | 3,083 | -0.6% | 0.01% | 0.0% |
Q1 2022 | $235,000 | -4.1% | 3,101 | +2.0% | 0.01% | 0.0% |
Q4 2021 | $245,000 | -2.0% | 3,041 | +0.1% | 0.01% | 0.0% |
Q3 2021 | $250,000 | +5.9% | 3,038 | +0.1% | 0.01% | 0.0% |
Q2 2021 | $236,000 | -62.2% | 3,036 | -71.9% | 0.01% | -71.9% |
Q3 2018 | $624,000 | -11.9% | 10,794 | -16.3% | 0.03% | -20.0% |
Q2 2018 | $708,000 | – | 12,896 | – | 0.04% | – |
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% |