SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 767 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $744,611 | +8.4% | 11,349 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $687,000 | -3.5% | 11,349 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $712,000 | -20.8% | 11,349 | -4.2% | 0.01% | -7.1% |
| Q1 2022 | $899,000 | -7.6% | 11,847 | -2.1% | 0.01% | 0.0% |
| Q4 2021 | $973,000 | +68.9% | 12,101 | -14.7% | 0.01% | -44.0% |
| Q1 2016 | $576,000 | -6.6% | 14,188 | -7.8% | 0.02% | -7.4% |
| Q4 2015 | $617,000 | -63.3% | 15,387 | -64.4% | 0.03% | -63.0% |
| Q3 2015 | $1,681,000 | +3.6% | 43,179 | +13.4% | 0.07% | +15.9% |
| Q2 2015 | $1,623,000 | -2.4% | 38,066 | -1.2% | 0.06% | 0.0% |
| Q1 2015 | $1,663,000 | +1.6% | 38,545 | -4.2% | 0.06% | +1.6% |
| Q4 2014 | $1,637,000 | +12.1% | 40,241 | +6.7% | 0.06% | +10.7% |
| Q3 2014 | $1,460,000 | -4.5% | 37,729 | -0.7% | 0.06% | -1.8% |
| Q2 2014 | $1,528,000 | +17.8% | 37,978 | +13.1% | 0.06% | +14.0% |
| Q1 2014 | $1,297,000 | +7.8% | 33,591 | +4.6% | 0.05% | +8.7% |
| Q4 2013 | $1,203,000 | +19.7% | 32,124 | +10.6% | 0.05% | +12.2% |
| Q3 2013 | $1,005,000 | +29.7% | 29,035 | +19.7% | 0.04% | +24.2% |
| Q2 2013 | $775,000 | – | 24,259 | – | 0.03% | – |
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% |