SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 776 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $229,832 | +144.6% | 2,953 | +155.9% | 0.00% | – |
| Q1 2024 | $93,970 | +593.1% | 1,154 | +541.1% | 0.00% | – |
| Q4 2023 | $13,558 | -61.9% | 180 | -74.5% | 0.00% | – |
| Q2 2023 | $35,567 | +28.5% | 705 | +67.1% | 0.00% | – |
| Q4 2022 | $27,687 | +822.9% | 422 | +837.8% | 0.00% | – |
| Q3 2022 | $3,000 | -97.0% | 45 | -96.5% | 0.00% | -100.0% |
| Q3 2021 | $100,000 | – | 1,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 676,643 | $36,045,000 | 21.04% |
| Northwest Capital Management Inc | 219,192 | $11,676,000 | 12.80% |
| MONEYWISE, INC. | 297,242 | $15,834,000 | 11.85% |
| CWH Capital Management, Inc. | 466,856 | $24,869,000 | 11.68% |
| Legacy Wealth Management, Inc | 742,058 | $39,529,000 | 9.51% |
| Mokosak Advisory Group, LLC | 229,425 | $12,223,000 | 9.47% |
| SVA Wealth Management, LLC | 1,500,103 | $79,910,000 | 9.37% |
| Denver PWM, LLC | 216,077 | $11,541,000 | 8.72% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 164,476 | $8,761,000 | 8.48% |
| MCIA Inc | 152,329 | $8,115,000 | 7.83% |