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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,694,845 | -3.1% | 60,322 | +1.4% | 0.70% | -5.0% |
Q1 2024 | $4,843,143 | +0.9% | 59,476 | -6.7% | 0.74% | +14.9% |
Q4 2023 | $4,802,135 | +32.8% | 63,756 | +19.3% | 0.64% | -17.9% |
Q3 2023 | $3,616,499 | +95904.8% | 53,435 | +0.7% | 0.79% | +29.7% |
Q2 2023 | $3,767 | +30.8% | 53,040 | +24.9% | 0.61% | +28.1% |
Q1 2023 | $2,881 | +23.5% | 42,460 | +19.4% | 0.47% | +8.0% |
Q4 2022 | $2,332 | -99.9% | 35,549 | -33.5% | 0.44% | -44.3% |
Q3 2022 | $3,616,499 | +77.9% | 53,435 | +74.6% | 0.79% | +72.4% |
Q2 2022 | $2,033,000 | +44.9% | 30,606 | +61.5% | 0.46% | +60.0% |
Q1 2022 | $1,403,000 | – | 18,952 | – | 0.28% | – |
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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% |