SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 845 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $316,379 | -22.0% | 4,065 | -18.4% | 0.03% | -25.0% |
| Q1 2024 | $405,521 | +11.7% | 4,980 | +3.3% | 0.04% | +2.6% |
| Q4 2023 | $363,193 | +8.4% | 4,822 | -2.6% | 0.04% | -2.5% |
| Q3 2023 | $335,084 | -1.3% | 4,951 | +3.6% | 0.04% | 0.0% |
| Q2 2023 | $339,594 | +8.2% | 4,781 | +3.4% | 0.04% | 0.0% |
| Q1 2023 | $313,738 | -4.4% | 4,624 | -7.6% | 0.04% | -14.9% |
| Q4 2022 | $328,312 | +10.2% | 5,004 | +1.8% | 0.05% | 0.0% |
| Q3 2022 | $298,000 | +7.6% | 4,917 | +11.4% | 0.05% | +6.8% |
| Q2 2022 | $277,000 | -11.2% | 4,415 | +7.5% | 0.04% | +2.3% |
| Q1 2022 | $312,000 | -9.0% | 4,107 | -3.7% | 0.04% | -8.5% |
| Q4 2021 | $343,000 | -20.6% | 4,266 | -24.3% | 0.05% | -29.9% |
| Q3 2021 | $432,000 | +45.9% | 5,634 | +48.9% | 0.07% | +39.6% |
| Q2 2021 | $296,000 | +8.8% | 3,783 | +3.4% | 0.05% | 0.0% |
| Q1 2021 | $272,000 | +17.7% | 3,659 | +8.0% | 0.05% | +6.7% |
| Q4 2020 | $231,000 | +3.6% | 3,388 | -15.8% | 0.04% | -30.8% |
| Q1 2019 | $223,000 | -4.3% | 4,025 | +0.1% | 0.06% | 0.0% |
| Q3 2018 | $233,000 | +5.9% | 4,021 | +0.5% | 0.06% | -1.5% |
| Q2 2018 | $220,000 | -18.2% | 4,001 | -21.5% | 0.07% | -19.5% |
| Q1 2018 | $269,000 | +2.7% | 5,094 | +3.7% | 0.08% | -1.2% |
| Q4 2017 | $262,000 | – | 4,914 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 676,643 | $36,045,000 | 21.04% |
| Northwest Capital Management Inc | 219,192 | $11,676,000 | 12.80% |
| MONEYWISE, INC. | 297,242 | $15,834,000 | 11.85% |
| CWH Capital Management, Inc. | 466,856 | $24,869,000 | 11.68% |
| Legacy Wealth Management, Inc | 742,058 | $39,529,000 | 9.51% |
| Mokosak Advisory Group, LLC | 229,425 | $12,223,000 | 9.47% |
| SVA Wealth Management, LLC | 1,500,103 | $79,910,000 | 9.37% |
| Denver PWM, LLC | 216,077 | $11,541,000 | 8.72% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 164,476 | $8,761,000 | 8.48% |
| MCIA Inc | 152,329 | $8,115,000 | 7.83% |