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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,207,378 | -1.6% | 79,756 | +3.0% | 1.52% | -4.4% |
| Q1 2024 | $6,306,965 | +8.6% | 77,453 | +0.4% | 1.58% | +4.1% |
| Q4 2023 | $5,808,904 | +15.5% | 77,123 | +3.8% | 1.52% | +3.6% |
| Q3 2023 | $5,030,232 | -6.0% | 74,324 | -1.3% | 1.47% | -8.8% |
| Q2 2023 | $5,350,253 | +9.3% | 75,324 | +4.4% | 1.61% | -0.9% |
| Q1 2023 | $4,896,489 | +5.4% | 72,166 | +1.9% | 1.62% | -2.3% |
| Q4 2022 | $4,645,729 | +13.4% | 70,808 | +4.6% | 1.66% | +5.0% |
| Q3 2022 | $4,097,000 | +1.7% | 67,685 | +5.4% | 1.58% | +5.1% |
| Q2 2022 | $4,030,000 | +4.0% | 64,237 | +25.8% | 1.51% | +19.2% |
| Q1 2022 | $3,874,000 | +997.5% | 51,069 | +1064.6% | 1.26% | +999.1% |
| Q4 2021 | $353,000 | +5.1% | 4,385 | 0.0% | 0.12% | +16.2% |
| Q3 2021 | $336,000 | -2.0% | 4,385 | 0.0% | 0.10% | -2.9% |
| Q2 2021 | $343,000 | +5.2% | 4,385 | 0.0% | 0.10% | -8.1% |
| Q1 2021 | $326,000 | +9.0% | 4,385 | 0.0% | 0.11% | +3.7% |
| Q4 2020 | $299,000 | +23.6% | 4,385 | +0.4% | 0.11% | +8.1% |
| Q3 2020 | $242,000 | +5.2% | 4,369 | 0.0% | 0.10% | -21.4% |
| Q2 2020 | $230,000 | -11.9% | 4,369 | +0.5% | 0.13% | -2.3% |
| Q4 2019 | $261,000 | +6.1% | 4,346 | 0.0% | 0.13% | -11.6% |
| Q3 2019 | $246,000 | -0.8% | 4,346 | 0.0% | 0.15% | -4.6% |
| Q2 2019 | $248,000 | +2.9% | 4,346 | 0.0% | 0.15% | -4.4% |
| Q1 2019 | $241,000 | – | 4,346 | – | 0.16% | – |
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% |