SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 776 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,976,999 | -4.4% | 25,402 | +0.0% | 0.09% | -11.4% |
| Q1 2024 | $2,068,201 | +8.3% | 25,399 | +0.2% | 0.10% | -8.7% |
| Q4 2023 | $1,909,274 | +28.6% | 25,349 | +15.5% | 0.12% | +4.5% |
| Q3 2023 | $1,484,841 | -4.6% | 21,939 | +0.1% | 0.11% | +80.3% |
| Q2 2023 | $1,556,905 | +6.0% | 21,919 | +1.3% | 0.06% | -53.8% |
| Q1 2023 | $1,468,732 | +3.5% | 21,647 | +0.1% | 0.13% | -13.7% |
| Q4 2022 | $1,419,018 | – | 21,628 | – | 0.15% | – |
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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% |