SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 754 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,769,482 | -4.4% | 22,735 | 0.0% | 0.08% | -5.8% |
| Q1 2024 | $1,851,329 | +6.5% | 22,735 | -1.4% | 0.09% | 0.0% |
| Q4 2023 | $1,737,587 | +10.9% | 23,069 | -0.4% | 0.09% | 0.0% |
| Q3 2023 | $1,567,006 | -5.0% | 23,153 | -0.3% | 0.09% | -3.4% |
| Q2 2023 | $1,649,827 | +104121.5% | 23,227 | -0.4% | 0.09% | +1.1% |
| Q1 2023 | $1,583 | +657.4% | 23,326 | +633.3% | 0.09% | +633.3% |
| Q4 2022 | $209 | -99.9% | 3,181 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $241,000 | -5.5% | 3,176 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $255,000 | +4.9% | 3,175 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $243,000 | -2.4% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $249,000 | +5.5% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $236,000 | +9.3% | 3,175 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $216,000 | – | 3,175 | – | 0.01% | – |
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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% |