SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 775 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,283,320 | +15.5% | 40,321 | +6.8% | 0.04% | -11.1% |
| Q1 2024 | $2,843,160 | -7.5% | 37,748 | -7.5% | 0.04% | -6.2% |
| Q4 2023 | $3,074,618 | +9.6% | 40,821 | -1.5% | 0.05% | -4.0% |
| Q3 2023 | $2,804,306 | -9.7% | 41,435 | -5.2% | 0.05% | +2.0% |
| Q2 2023 | $3,104,527 | +4.5% | 43,707 | -0.2% | 0.05% | -7.5% |
| Q1 2023 | $2,972,196 | +1.9% | 43,805 | -1.4% | 0.05% | -5.4% |
| Q4 2022 | $2,915,719 | +9.4% | 44,440 | +0.9% | 0.06% | -1.8% |
| Q3 2022 | $2,665,000 | +0.1% | 44,029 | +3.7% | 0.06% | -6.6% |
| Q2 2022 | $2,663,000 | -13.5% | 42,446 | +4.6% | 0.06% | 0.0% |
| Q1 2022 | $3,077,000 | -5.2% | 40,561 | +0.5% | 0.06% | -4.7% |
| Q4 2021 | $3,247,000 | +9.3% | 40,365 | +4.2% | 0.06% | -9.9% |
| Q3 2021 | $2,971,000 | -3.0% | 38,750 | -1.0% | 0.07% | -7.8% |
| Q2 2021 | $3,063,000 | +1.1% | 39,128 | -3.9% | 0.08% | -10.5% |
| Q1 2021 | $3,031,000 | +4.9% | 40,726 | -3.9% | 0.09% | -8.5% |
| Q4 2020 | $2,889,000 | +27.3% | 42,379 | +3.6% | 0.09% | +5.6% |
| Q3 2020 | $2,269,000 | +786.3% | 40,901 | +801.7% | 0.09% | +368.4% |
| Q3 2019 | $256,000 | – | 4,536 | – | 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% |