SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,418,835 | +20.0% | 36,867 | +10.7% | 0.61% | +18.1% |
| Q3 2022 | $2,015,000 | +5.7% | 33,293 | +9.5% | 0.52% | +4.2% |
| Q2 2022 | $1,907,000 | -16.9% | 30,397 | +0.4% | 0.50% | -1.0% |
| Q1 2022 | $2,296,000 | -2.1% | 30,266 | +3.7% | 0.50% | -4.2% |
| Q4 2021 | $2,346,000 | -40.2% | 29,173 | -43.0% | 0.53% | -46.8% |
| Q3 2021 | $3,926,000 | +3.2% | 51,209 | +5.3% | 0.99% | -0.6% |
| Q2 2021 | $3,806,000 | +8.7% | 48,632 | +3.4% | 0.99% | -3.9% |
| Q1 2021 | $3,500,000 | +10.3% | 47,025 | +1.1% | 1.03% | -2.7% |
| Q4 2020 | $3,173,000 | +32.2% | 46,535 | +7.5% | 1.06% | +5.4% |
| Q3 2020 | $2,401,000 | +8.6% | 43,282 | +3.0% | 1.01% | -0.1% |
| Q2 2020 | $2,210,000 | +53.8% | 42,008 | +23.3% | 1.01% | +14.3% |
| Q1 2020 | $1,437,000 | -31.0% | 34,078 | -1.6% | 0.88% | -7.4% |
| Q4 2019 | $2,084,000 | +10.9% | 34,644 | +4.2% | 0.96% | +0.8% |
| Q3 2019 | $1,879,000 | +15.6% | 33,242 | +16.8% | 0.95% | +31.2% |
| Q2 2019 | $1,625,000 | +7.8% | 28,470 | +4.6% | 0.72% | +3.9% |
| Q1 2019 | $1,507,000 | +8.4% | 27,209 | -6.1% | 0.70% | -5.6% |
| Q4 2018 | $1,390,000 | – | 28,992 | – | 0.74% | – |
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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% |