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 | $1,387,320 | -0.0% | 17,825 | +4.6% | 0.11% | 0.0% |
| Q1 2024 | $1,387,323 | +11.1% | 17,037 | +2.8% | 0.11% | +5.6% |
| Q4 2023 | $1,248,429 | +14.7% | 16,575 | +3.1% | 0.11% | +4.9% |
| Q3 2023 | $1,088,294 | +3.3% | 16,080 | +8.4% | 0.10% | +5.1% |
| Q2 2023 | $1,053,801 | -3.2% | 14,836 | -7.5% | 0.10% | -6.7% |
| Q1 2023 | $1,088,178 | +8.3% | 16,038 | +4.8% | 0.10% | +2.9% |
| Q4 2022 | $1,004,358 | +12.8% | 15,308 | +4.2% | 0.10% | +4.1% |
| Q3 2022 | $890,000 | -3.6% | 14,698 | -0.1% | 0.10% | -2.0% |
| Q2 2022 | $923,000 | -22.7% | 14,707 | -6.6% | 0.10% | -11.5% |
| Q1 2022 | $1,194,000 | +35.5% | 15,744 | +43.7% | 0.11% | +31.4% |
| Q4 2021 | $881,000 | +7.8% | 10,956 | +2.7% | 0.09% | +1.2% |
| Q3 2021 | $817,000 | +43.1% | 10,663 | +4.8% | 0.08% | -22.0% |
| Q1 2019 | $571,000 | -13.4% | 10,175 | -26.0% | 0.11% | -22.7% |
| Q4 2018 | $659,000 | -16.5% | 13,744 | +0.1% | 0.14% | -13.0% |
| Q3 2018 | $789,000 | +6.6% | 13,726 | +1.8% | 0.16% | +3.8% |
| Q2 2018 | $740,000 | +4.4% | 13,477 | -1.2% | 0.16% | +1.3% |
| Q1 2018 | $709,000 | -17.0% | 13,639 | -13.4% | 0.15% | -14.4% |
| Q4 2017 | $854,000 | +7.7% | 15,754 | -0.4% | 0.18% | +3.4% |
| Q3 2017 | $793,000 | +3.9% | 15,822 | +2.6% | 0.17% | 0.0% |
| Q2 2017 | $763,000 | +18.7% | 15,425 | +11.5% | 0.17% | +11.5% |
| Q1 2017 | $643,000 | +5.1% | 13,829 | +3.9% | 0.16% | +2.0% |
| Q4 2016 | $612,000 | +17.0% | 13,306 | +7.9% | 0.15% | +10.1% |
| Q3 2016 | $523,000 | -0.9% | 12,333 | +0.9% | 0.14% | -1.4% |
| Q2 2016 | $528,000 | +10.2% | 12,221 | +3.9% | 0.14% | +6.0% |
| Q1 2016 | $479,000 | – | 11,765 | – | 0.13% | – |
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% |