SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 845 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,013,658 | -4.1% | 13,024 | +0.3% | 0.97% | -2.3% |
| Q1 2024 | $1,057,450 | -2.2% | 12,986 | -9.5% | 0.99% | -4.5% |
| Q4 2023 | $1,080,767 | +11.5% | 14,349 | +0.2% | 1.04% | -3.6% |
| Q3 2023 | $969,584 | -5.3% | 14,326 | -0.6% | 1.08% | -3.5% |
| Q2 2023 | $1,023,542 | +5.9% | 14,410 | +1.2% | 1.12% | -5.8% |
| Q1 2023 | $966,388 | +3.5% | 14,243 | +0.0% | 1.18% | 0.0% |
| Q4 2022 | $934,024 | +8.4% | 14,236 | -0.0% | 1.18% | +5.2% |
| Q3 2022 | $862,000 | -6.2% | 14,240 | -2.8% | 1.12% | +32.4% |
| Q2 2022 | $919,000 | -15.9% | 14,656 | +1.7% | 0.85% | -4.6% |
| Q1 2022 | $1,093,000 | -3.7% | 14,408 | +2.1% | 0.89% | -4.5% |
| Q4 2021 | $1,135,000 | +0.2% | 14,117 | -4.5% | 0.93% | -5.9% |
| Q3 2021 | $1,133,000 | -12.0% | 14,778 | -10.2% | 0.99% | -14.4% |
| Q2 2021 | $1,287,000 | -3.7% | 16,449 | -8.4% | 1.16% | -16.4% |
| Q1 2021 | $1,337,000 | +5.6% | 17,961 | -3.2% | 1.39% | +4.6% |
| Q4 2020 | $1,266,000 | +5.8% | 18,564 | -12.3% | 1.32% | -6.1% |
| Q3 2019 | $1,197,000 | -0.8% | 21,175 | +0.1% | 1.41% | +4.9% |
| Q2 2019 | $1,207,000 | +1.9% | 21,149 | -1.0% | 1.34% | -0.4% |
| Q1 2019 | $1,184,000 | +17.9% | 21,372 | +2.0% | 1.35% | +5.1% |
| Q4 2018 | $1,004,000 | -17.4% | 20,955 | -0.4% | 1.28% | +5.3% |
| Q3 2018 | $1,216,000 | +3.2% | 21,029 | -2.0% | 1.22% | -2.9% |
| Q2 2018 | $1,178,000 | +10.1% | 21,467 | +6.1% | 1.26% | +2.9% |
| Q1 2018 | $1,070,000 | -22.3% | 20,236 | -21.7% | 1.22% | +1.5% |
| Q4 2017 | $1,377,000 | +483.5% | 25,845 | +322.2% | 1.20% | +514.3% |
| Q1 2014 | $236,000 | -35.9% | 6,122 | -37.7% | 0.20% | -34.4% |
| Q4 2013 | $368,000 | – | 9,822 | – | 0.30% | – |
Download | ||||||
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% |