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 | $3,576,952 | +6.8% | 45,958 | +11.8% | 0.13% | -0.7% |
| Q1 2024 | $3,348,494 | +45.6% | 41,121 | +34.7% | 0.13% | +30.1% |
| Q4 2023 | $2,299,652 | +11.3% | 30,532 | +0.0% | 0.10% | -1.9% |
| Q3 2023 | $2,065,394 | -6.4% | 30,517 | -1.8% | 0.10% | -8.7% |
| Q2 2023 | $2,207,294 | +1.8% | 31,075 | -2.8% | 0.12% | -7.3% |
| Q1 2023 | $2,168,177 | +13.8% | 31,955 | +10.0% | 0.12% | +3.3% |
| Q4 2022 | $1,905,836 | -2.2% | 29,048 | -9.8% | 0.12% | -18.9% |
| Q3 2022 | $1,949,000 | +177.6% | 32,196 | +187.9% | 0.15% | +138.7% |
| Q2 2022 | $702,000 | -18.8% | 11,184 | -1.9% | 0.06% | -6.1% |
| Q1 2022 | $865,000 | -0.9% | 11,398 | +5.0% | 0.07% | +3.1% |
| Q4 2021 | $873,000 | +4.3% | 10,860 | -0.5% | 0.06% | -5.9% |
| Q3 2021 | $837,000 | -24.3% | 10,914 | -22.7% | 0.07% | -2.9% |
| Q2 2021 | $1,106,000 | +12.2% | 14,125 | +6.6% | 0.07% | -1.4% |
| Q1 2021 | $986,000 | +32.5% | 13,251 | +21.4% | 0.07% | +14.5% |
| Q4 2020 | $744,000 | +26.5% | 10,918 | +2.9% | 0.06% | +5.1% |
| Q3 2020 | $588,000 | +14.0% | 10,606 | +8.2% | 0.06% | -16.9% |
| Q2 2020 | $516,000 | +7.3% | 9,805 | -14.1% | 0.07% | +2.9% |
| Q1 2020 | $481,000 | -32.6% | 11,416 | -3.8% | 0.07% | -18.8% |
| Q4 2019 | $714,000 | +8.8% | 11,871 | +2.2% | 0.08% | -4.5% |
| Q3 2019 | $656,000 | +37.2% | 11,610 | +38.6% | 0.09% | +29.0% |
| Q2 2019 | $478,000 | -24.2% | 8,374 | -26.5% | 0.07% | -34.3% |
| Q1 2019 | $631,000 | +21.8% | 11,390 | +5.3% | 0.10% | +5.0% |
| Q4 2018 | $518,000 | +4609.1% | 10,813 | +5024.6% | 0.10% | +3233.3% |
| Q1 2018 | $11,000 | 0.0% | 211 | +0.5% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | – | 210 | – | 0.00% | – |
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% |