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 | $1,070,987 | -4.7% | 13,761 | -0.3% | 0.07% | -6.9% |
| Q1 2024 | $1,123,456 | +8.0% | 13,797 | -0.1% | 0.07% | -1.4% |
| Q4 2023 | $1,039,950 | +14.5% | 13,807 | +2.9% | 0.07% | +5.8% |
| Q3 2023 | $908,454 | +2.3% | 13,423 | +7.3% | 0.07% | +6.2% |
| Q2 2023 | $888,448 | +5.2% | 12,508 | +0.5% | 0.06% | -1.5% |
| Q1 2023 | $844,765 | +6.6% | 12,450 | +3.1% | 0.07% | +1.5% |
| Q4 2022 | $792,511 | +8.3% | 12,079 | -0.1% | 0.06% | +4.8% |
| Q3 2022 | $732,000 | -2.7% | 12,087 | +0.9% | 0.06% | +1.6% |
| Q2 2022 | $752,000 | -16.1% | 11,982 | +1.5% | 0.06% | -4.7% |
| Q1 2022 | $896,000 | -4.6% | 11,806 | +1.1% | 0.06% | -3.0% |
| Q4 2021 | $939,000 | +4.6% | 11,674 | -0.3% | 0.07% | -1.5% |
| Q3 2021 | $898,000 | -1.2% | 11,713 | +0.8% | 0.07% | -1.5% |
| Q2 2021 | $909,000 | +7.3% | 11,619 | +2.1% | 0.07% | -1.4% |
| Q1 2021 | $847,000 | +6.9% | 11,382 | -2.0% | 0.07% | +1.5% |
| Q4 2020 | $792,000 | +96.0% | 11,620 | +59.6% | 0.07% | -13.9% |
| Q3 2020 | $404,000 | -35.2% | 7,279 | -38.5% | 0.08% | +19.7% |
| Q2 2020 | $623,000 | +8.9% | 11,831 | -12.8% | 0.07% | -9.6% |
| Q1 2020 | $572,000 | -25.4% | 13,566 | +6.5% | 0.07% | -8.8% |
| Q4 2019 | $767,000 | +8.8% | 12,744 | +2.3% | 0.08% | 0.0% |
| Q3 2019 | $705,000 | +0.3% | 12,461 | +1.3% | 0.08% | -3.6% |
| Q2 2019 | $703,000 | +6.5% | 12,306 | +3.3% | 0.08% | +2.5% |
| Q1 2019 | $660,000 | +22.0% | 11,910 | +5.6% | 0.08% | +8.0% |
| Q4 2018 | $541,000 | -11.5% | 11,280 | +6.8% | 0.08% | -1.3% |
| Q3 2018 | $611,000 | +9.3% | 10,558 | +3.6% | 0.08% | +2.7% |
| Q2 2018 | $559,000 | +10.3% | 10,193 | +6.3% | 0.07% | +7.2% |
| Q1 2018 | $507,000 | +6.3% | 9,591 | +7.1% | 0.07% | +6.2% |
| Q4 2017 | $477,000 | +9.2% | 8,954 | +2.7% | 0.06% | +4.8% |
| Q3 2017 | $437,000 | +12.9% | 8,720 | +8.6% | 0.06% | +5.1% |
| Q2 2017 | $387,000 | +6.3% | 8,032 | +4.4% | 0.06% | +1.7% |
| Q1 2017 | $364,000 | -19.6% | 7,690 | -23.3% | 0.06% | -20.5% |
| Q4 2016 | $453,000 | +13.8% | 10,025 | +9.6% | 0.07% | +10.6% |
| Q3 2016 | $398,000 | +10.9% | 9,144 | +7.1% | 0.07% | +8.2% |
| Q2 2016 | $359,000 | +7.5% | 8,538 | +3.6% | 0.06% | +3.4% |
| Q1 2016 | $334,000 | -38.3% | 8,239 | -39.0% | 0.06% | -40.4% |
| Q4 2015 | $541,000 | +104.2% | 13,505 | +98.0% | 0.10% | +94.1% |
| Q3 2015 | $265,000 | +12.8% | 6,819 | +23.8% | 0.05% | +15.9% |
| Q2 2015 | $235,000 | – | 5,509 | – | 0.04% | – |
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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% |