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 | $1,910,493 | +10.1% | 24,547 | +15.2% | 0.02% | 0.0% |
| Q1 2024 | $1,734,785 | +4.0% | 21,304 | -3.8% | 0.02% | -4.8% |
| Q4 2023 | $1,668,150 | +17.1% | 22,148 | +5.2% | 0.02% | +5.0% |
| Q3 2023 | $1,424,326 | +33.4% | 21,045 | +40.0% | 0.02% | +33.3% |
| Q2 2023 | $1,067,936 | +6.6% | 15,035 | +1.8% | 0.02% | -6.2% |
| Q1 2023 | $1,002,077 | -4.9% | 14,769 | -8.0% | 0.02% | -11.1% |
| Q4 2022 | $1,053,303 | -15.1% | 16,054 | -21.7% | 0.02% | -25.0% |
| Q3 2022 | $1,241,000 | -50.3% | 20,502 | -48.5% | 0.02% | -50.0% |
| Q2 2022 | $2,497,000 | -45.6% | 39,799 | -34.2% | 0.05% | -36.0% |
| Q1 2022 | $4,589,000 | +2.4% | 60,496 | +8.6% | 0.08% | +5.6% |
| Q4 2021 | $4,481,000 | +26.9% | 55,718 | +21.0% | 0.07% | +18.3% |
| Q3 2021 | $3,530,000 | +22.3% | 46,043 | +24.9% | 0.06% | +20.0% |
| Q2 2021 | $2,886,000 | +36.1% | 36,870 | +29.4% | 0.05% | +11.1% |
| Q1 2021 | $2,121,000 | -11.9% | 28,495 | -19.3% | 0.04% | -18.2% |
| Q4 2020 | $2,408,000 | +24.6% | 35,316 | +1.4% | 0.06% | +10.0% |
| Q3 2020 | $1,933,000 | +35.8% | 34,844 | +28.8% | 0.05% | +22.0% |
| Q2 2020 | $1,423,000 | +33.1% | 27,052 | +6.7% | 0.04% | +7.9% |
| Q1 2020 | $1,069,000 | -48.0% | 25,356 | -25.8% | 0.04% | -36.7% |
| Q4 2019 | $2,056,000 | – | 34,173 | – | 0.06% | – |
Download | ||||||
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% |