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 | $2,976,381 | -3.8% | 38,242 | +0.7% | 0.31% | -7.5% |
Q1 2024 | $3,093,777 | +3.8% | 37,993 | -4.0% | 0.33% | -4.9% |
Q4 2023 | $2,980,605 | -5.4% | 39,573 | -15.0% | 0.35% | -14.5% |
Q3 2023 | $3,150,566 | +4.0% | 46,551 | +9.1% | 0.41% | +8.2% |
Q2 2023 | $3,030,418 | +24.5% | 42,664 | +18.9% | 0.38% | +14.6% |
Q1 2023 | $2,434,384 | +17.5% | 35,879 | +13.6% | 0.33% | +5.8% |
Q4 2022 | $2,071,892 | +89.2% | 31,579 | +74.5% | 0.31% | +70.9% |
Q3 2022 | $1,095,000 | -29.4% | 18,097 | -26.7% | 0.18% | -27.2% |
Q2 2022 | $1,550,000 | -19.9% | 24,703 | -3.1% | 0.25% | -10.4% |
Q1 2022 | $1,934,000 | +22.3% | 25,493 | +29.6% | 0.28% | +7.7% |
Q4 2021 | $1,582,000 | +9.3% | 19,673 | +4.2% | 0.26% | -23.6% |
Q3 2021 | $1,448,000 | -5.7% | 18,888 | -3.8% | 0.34% | -5.8% |
Q2 2021 | $1,536,000 | +44.9% | 19,628 | +37.8% | 0.36% | +20.8% |
Q1 2021 | $1,060,000 | +11.3% | 14,248 | +2.0% | 0.30% | +2.8% |
Q4 2020 | $952,000 | +14.4% | 13,970 | -6.8% | 0.29% | 0.0% |
Q3 2020 | $832,000 | +14.4% | 14,990 | +8.4% | 0.29% | +7.4% |
Q2 2020 | $727,000 | +39.5% | 13,825 | +11.8% | 0.27% | +6.7% |
Q1 2020 | $521,000 | -31.3% | 12,368 | -1.9% | 0.25% | -10.6% |
Q4 2019 | $758,000 | +48.6% | 12,608 | +39.8% | 0.28% | +32.2% |
Q3 2019 | $510,000 | +85.5% | 9,018 | +87.4% | 0.21% | +82.9% |
Q2 2019 | $275,000 | +21.1% | 4,813 | +17.4% | 0.12% | +14.7% |
Q1 2019 | $227,000 | – | 4,099 | – | 0.10% | – |
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% |