SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 713 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,416 | -59.5% | 416 | -57.6% | 0.00% | -50.0% |
| Q1 2024 | $79,981 | -33.9% | 982 | -38.9% | 0.00% | -33.3% |
| Q4 2023 | $120,992 | -21.5% | 1,606 | -29.5% | 0.00% | -25.0% |
| Q3 2023 | $154,219 | -99.8% | 2,279 | -99.8% | 0.00% | -99.8% |
| Q2 2023 | $69,787,745 | +2.7% | 982,511 | -1.9% | 1.80% | -3.0% |
| Q1 2023 | $67,976,806 | +0.6% | 1,001,869 | -2.7% | 1.85% | -13.0% |
| Q4 2022 | $67,545,842 | +8.7% | 1,029,505 | +0.3% | 2.13% | +12.1% |
| Q3 2022 | $62,112,000 | +3105500.0% | 1,026,144 | +4664190.9% | 1.90% | – |
| Q1 2022 | $2,000 | -99.4% | 22 | -99.5% | 0.00% | -100.0% |
| Q4 2021 | $349,000 | -20.0% | 4,345 | -23.6% | 0.01% | -25.0% |
| Q3 2021 | $436,000 | -2.9% | 5,685 | -0.8% | 0.01% | -7.7% |
| Q2 2021 | $449,000 | +13.4% | 5,733 | +7.7% | 0.01% | 0.0% |
| Q1 2021 | $396,000 | +3860.0% | 5,322 | +2889.9% | 0.01% | – |
| Q4 2020 | $10,000 | 0.0% | 178 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | +100.0% | 178 | +87.4% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 95 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -50.0% | 95 | -31.7% | 0.00% | – |
| Q4 2019 | $8,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | 0.0% | 139 | 0.0% | 0.00% | – |
| Q2 2019 | $8,000 | 0.0% | 139 | 0.0% | 0.00% | -100.0% |
| Q1 2019 | $8,000 | +60.0% | 139 | +46.3% | 0.00% | – |
| Q4 2018 | $5,000 | – | 95 | – | 0.00% | – |
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% |