SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 838 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $153,858,141 | -4.8% | 1,976,832 | -0.4% | 0.40% | -5.2% |
| Q1 2024 | $161,586,953 | +11.3% | 1,984,366 | -89.5% | 0.43% | -10.5% |
| Q4 2023 | $145,230,910 | +82.3% | 18,943,319 | +1509.2% | 0.48% | +23.3% |
| Q3 2023 | $79,673,493 | -8.1% | 1,177,209 | -3.6% | 0.39% | +14.5% |
| Q2 2023 | $86,730,786 | +28.1% | 1,221,045 | +24.9% | 0.34% | +111.2% |
| Q1 2023 | $67,679,581 | +7.1% | 977,641 | +1.5% | 0.16% | -60.5% |
| Q4 2022 | $63,211,229 | +44.2% | 963,417 | +37.8% | 0.40% | -16.5% |
| Q2 2022 | $43,850,000 | -15.7% | 699,330 | +2.0% | 0.48% | -40.0% |
| Q1 2022 | $51,994,000 | -6.9% | 685,397 | -1.3% | 0.81% | -4.9% |
| Q4 2021 | $55,867,000 | +26128.6% | 694,603 | +17308.6% | 0.85% | +5971.4% |
| Q4 2017 | $213,000 | – | 3,990 | – | 0.01% | – |
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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% |