SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,746,572 | -7.1% | 176,623 | -2.8% | 0.14% | -18.8% |
| Q1 2024 | $14,791,906 | +6.3% | 181,652 | -1.7% | 0.17% | -5.0% |
| Q4 2023 | $13,916,799 | +4.2% | 184,769 | -6.4% | 0.18% | -10.1% |
| 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 | 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% |