SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $216,000 | -3.6% | 2,851 | +2.4% | 0.04% | -4.3% |
| Q4 2021 | $224,000 | -16.1% | 2,784 | -20.0% | 0.05% | -20.7% |
| Q3 2021 | $267,000 | +9.0% | 3,481 | +11.1% | 0.06% | +5.5% |
| Q2 2021 | $245,000 | +5.2% | 3,134 | 0.0% | 0.06% | -3.5% |
| Q1 2021 | $233,000 | -13.4% | 3,134 | -20.6% | 0.06% | -16.2% |
| Q4 2020 | $269,000 | +22.3% | 3,948 | -0.3% | 0.07% | +9.7% |
| Q3 2020 | $220,000 | -12.4% | 3,959 | -17.0% | 0.06% | -21.5% |
| Q2 2020 | $251,000 | – | 4,769 | – | 0.08% | – |
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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% |