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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,124,105 | +9.2% | 51,136 | +10.3% | 0.12% | +2.5% |
| Q1 2024 | $3,775,024 | -6.3% | 46,359 | -13.4% | 0.12% | -13.6% |
| Q4 2023 | $4,030,136 | +30.3% | 53,507 | +17.1% | 0.14% | +15.7% |
| Q3 2023 | $3,093,092 | +27.0% | 45,702 | +33.3% | 0.12% | +31.5% |
| Q2 2023 | $2,436,041 | -9.1% | 34,296 | -13.2% | 0.09% | -16.4% |
| Q1 2023 | $2,680,043 | -20.6% | 39,500 | -23.2% | 0.11% | -27.2% |
| Q4 2022 | $3,376,125 | +12.8% | 51,457 | +4.0% | 0.15% | -1.9% |
| Q3 2022 | $2,994,000 | -8.6% | 49,464 | -5.3% | 0.15% | -29.0% |
| Q2 2022 | $3,276,000 | -3.3% | 52,218 | +17.0% | 0.22% | +14.2% |
| Q1 2022 | $3,387,000 | -32.0% | 44,646 | -27.9% | 0.19% | -28.0% |
| Q4 2021 | $4,981,000 | +2.0% | 61,924 | -2.8% | 0.26% | -8.7% |
| Q3 2021 | $4,882,000 | +37.7% | 63,680 | +40.6% | 0.29% | +37.6% |
| Q2 2021 | $3,545,000 | +30.7% | 45,289 | +24.3% | 0.21% | +12.9% |
| Q1 2021 | $2,713,000 | – | 36,446 | – | 0.19% | – |
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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% |