SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 823 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.50 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,292,601 | +3.2% | 16,608 | +8.0% | 0.00% | – |
| Q1 2024 | $1,251,986 | +8.5% | 15,375 | +0.4% | 0.00% | – |
| Q4 2023 | $1,153,676 | +8.4% | 15,317 | -2.6% | 0.00% | – |
| Q3 2023 | $1,063,794 | -3.4% | 15,718 | +1.4% | 0.00% | – |
| Q2 2023 | $1,100,965 | +12.4% | 15,500 | +7.4% | 0.00% | – |
| Q1 2023 | $979,279 | +5.5% | 14,433 | +2.0% | 0.00% | – |
| Q4 2022 | $927,988 | -69.1% | 14,144 | -71.5% | 0.00% | -100.0% |
| Q3 2022 | $3,007,000 | -0.3% | 49,685 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $3,016,000 | -23.7% | 48,075 | -7.7% | 0.00% | -50.0% |
| Q1 2022 | $3,952,000 | -80.2% | 52,093 | -79.0% | 0.00% | -71.4% |
| Q4 2021 | $19,944,000 | +4.9% | 247,968 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,009,000 | +33.3% | 247,968 | +36.1% | 0.01% | +16.7% |
| Q2 2021 | $14,261,000 | +45.9% | 182,200 | +38.8% | 0.01% | +50.0% |
| Q1 2021 | $9,773,000 | +2541.4% | 131,302 | +2319.0% | 0.00% | – |
| Q4 2020 | $370,000 | +22.9% | 5,428 | 0.0% | 0.00% | – |
| Q3 2020 | $301,000 | +5.2% | 5,428 | 0.0% | 0.00% | – |
| Q2 2020 | $286,000 | +24.9% | 5,428 | 0.0% | 0.00% | – |
| Q1 2020 | $229,000 | +231.9% | 5,428 | +237.8% | 0.00% | – |
| Q1 2015 | $69,000 | – | 1,607 | – | 0.00% | – |
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% |