SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 713 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $264,872 | -3.2% | 3,403 | +1.3% | 0.12% | -5.6% |
| Q1 2024 | $273,511 | +8.2% | 3,359 | +0.1% | 0.13% | -0.8% |
| Q4 2023 | $252,761 | +16.0% | 3,356 | +4.2% | 0.13% | +13.4% |
| Q3 2023 | $217,980 | -3.6% | 3,221 | +1.2% | 0.11% | +0.9% |
| Q2 2023 | $226,106 | +7.9% | 3,183 | +3.0% | 0.11% | +0.9% |
| Q1 2023 | $209,607 | +4.4% | 3,089 | +0.9% | 0.11% | +0.9% |
| Q4 2022 | $200,853 | +10.4% | 3,061 | +1.6% | 0.11% | +11.2% |
| Q3 2022 | $182,000 | -2.2% | 3,012 | +1.6% | 0.10% | +5.4% |
| Q2 2022 | $186,000 | -15.8% | 2,965 | +2.0% | 0.09% | 0.0% |
| Q1 2022 | $221,000 | -3.5% | 2,907 | +2.0% | 0.09% | +4.5% |
| Q4 2021 | $229,000 | +6.5% | 2,850 | +1.6% | 0.09% | -2.2% |
| Q3 2021 | $215,000 | +16.2% | 2,806 | +18.8% | 0.09% | +56.9% |
| Q2 2021 | $185,000 | +6.9% | 2,361 | +1.5% | 0.06% | +13.7% |
| Q1 2021 | $173,000 | +5.5% | 2,325 | -3.6% | 0.05% | +2.0% |
| Q4 2020 | $164,000 | +20.6% | 2,411 | -2.0% | 0.05% | +8.7% |
| Q3 2020 | $136,000 | +231.7% | 2,460 | +218.2% | 0.05% | +228.6% |
| Q2 2020 | $41,000 | -59.8% | 773 | -68.0% | 0.01% | -66.7% |
| Q1 2020 | $102,000 | -26.6% | 2,416 | +4.3% | 0.04% | +2.4% |
| Q4 2019 | $139,000 | +12.1% | 2,317 | +6.1% | 0.04% | +5.1% |
| Q3 2019 | $124,000 | +5.1% | 2,184 | +5.3% | 0.04% | +2.6% |
| Q2 2019 | $118,000 | +3.5% | 2,075 | +1.0% | 0.04% | +2.7% |
| Q1 2019 | $114,000 | +70.1% | 2,054 | +46.7% | 0.04% | +60.9% |
| Q4 2018 | $67,000 | -4.3% | 1,400 | +16.0% | 0.02% | +21.1% |
| Q3 2018 | $70,000 | – | 1,207 | – | 0.02% | – |
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% |