SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,353,650 | +66.3% | 197,306 | +74.6% | 0.20% | +57.9% |
| Q2 2023 | $8,028,419 | +7.5% | 113,029 | +2.7% | 0.13% | -9.4% |
| Q1 2023 | $7,470,970 | -18.1% | 110,110 | -20.8% | 0.14% | -37.7% |
| Q4 2022 | $9,121,232 | -39.0% | 139,022 | -43.7% | 0.22% | -52.1% |
| Q3 2022 | $14,956,000 | -17.1% | 247,082 | -14.1% | 0.47% | -14.8% |
| Q2 2022 | $18,044,000 | -17.5% | 287,641 | -0.2% | 0.55% | -23.7% |
| Q1 2022 | $21,875,000 | -5.4% | 288,359 | +0.2% | 0.72% | -4.1% |
| Q4 2021 | $23,135,000 | +4357.6% | 287,643 | +4151.3% | 0.75% | +3836.8% |
| Q3 2021 | $519,000 | – | 6,766 | – | 0.02% | – |
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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% |