SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45 | -4.3% | 664 | 0.0% | 0.00% | – |
Q2 2023 | $47 | -60.8% | 664 | -62.5% | 0.00% | – |
Q1 2023 | $120 | +2.6% | 1,769 | 0.0% | 0.00% | – |
Q4 2022 | $117 | -99.9% | 1,769 | 0.0% | 0.00% | – |
Q3 2022 | $107,000 | -3.6% | 1,769 | 0.0% | 0.00% | – |
Q2 2022 | $111,000 | -27.0% | 1,769 | -11.2% | 0.00% | – |
Q1 2022 | $152,000 | +186.8% | 1,993 | +200.2% | 0.00% | – |
Q4 2021 | $53,000 | – | 664 | – | 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% |