SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 775 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,481,489 | -5.6% | 70,429 | -1.2% | 1.33% | -10.9% |
| Q1 2024 | $5,804,086 | +10.3% | 71,277 | +2.1% | 1.49% | -3.5% |
| Q4 2023 | $5,259,972 | +10.7% | 69,835 | -0.5% | 1.54% | -2.8% |
| Q3 2023 | $4,750,527 | +2.8% | 70,191 | +7.8% | 1.59% | +5.2% |
| Q2 2023 | $4,622,845 | +7.4% | 65,083 | +2.6% | 1.51% | -1.8% |
| Q1 2023 | $4,305,354 | +14.5% | 63,454 | +10.7% | 1.54% | +3.4% |
| Q4 2022 | $3,761,000 | +8.8% | 57,325 | +0.3% | 1.48% | +3.1% |
| Q3 2022 | $3,458,000 | -3.9% | 57,131 | -0.5% | 1.44% | -4.4% |
| Q2 2022 | $3,600,000 | -19.5% | 57,391 | -2.7% | 1.50% | +1.0% |
| Q1 2022 | $4,472,000 | -21.8% | 58,957 | -17.1% | 1.49% | -15.1% |
| Q4 2021 | $5,719,000 | +3.7% | 71,111 | -1.2% | 1.76% | -3.8% |
| Q3 2021 | $5,517,000 | -0.9% | 71,965 | +1.2% | 1.83% | -5.6% |
| Q2 2021 | $5,566,000 | +4.6% | 71,119 | -0.5% | 1.94% | -3.4% |
| Q1 2021 | $5,322,000 | +7.5% | 71,501 | -1.6% | 2.00% | +2.5% |
| Q4 2020 | $4,953,000 | +24.2% | 72,643 | +1.1% | 1.96% | +11.3% |
| Q3 2020 | $3,987,000 | +7.5% | 71,862 | +1.9% | 1.76% | -3.3% |
| Q2 2020 | $3,709,000 | +22.9% | 70,495 | -1.5% | 1.82% | -6.6% |
| Q1 2020 | $3,018,000 | -27.8% | 71,595 | +3.0% | 1.94% | -15.1% |
| Q4 2019 | $4,182,000 | +11.0% | 69,528 | +4.3% | 2.29% | -2.8% |
| Q3 2019 | $3,769,000 | +4.3% | 66,663 | +5.3% | 2.36% | +1.8% |
| Q2 2019 | $3,615,000 | +10.0% | 63,326 | +6.7% | 2.31% | +0.8% |
| Q1 2019 | $3,287,000 | +17.5% | 59,340 | +1.6% | 2.29% | +2.6% |
| Q4 2018 | $2,798,000 | -14.8% | 58,387 | +2.9% | 2.24% | +1.5% |
| Q3 2018 | $3,283,000 | +10.1% | 56,762 | +4.4% | 2.20% | +0.7% |
| Q2 2018 | $2,983,000 | +11.5% | 54,346 | +7.4% | 2.19% | +6.2% |
| Q1 2018 | $2,676,000 | +20.4% | 50,611 | +21.3% | 2.06% | +11.6% |
| Q4 2017 | $2,222,000 | – | 41,721 | – | 1.84% | – |
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% |