SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297,781 | -4.4% | 3,826 | 0.0% | 0.13% | 0.0% |
| Q1 2024 | $311,555 | +11.6% | 3,826 | -7.3% | 0.13% | -1.5% |
| Q3 2023 | $279,227 | -5.3% | 4,126 | -0.6% | 0.14% | -1.5% |
| Q2 2023 | $294,813 | +4.7% | 4,151 | +0.0% | 0.14% | +3.0% |
| Q1 2023 | $281,602 | -5.7% | 4,150 | -8.8% | 0.13% | -10.7% |
| Q4 2022 | $298,539 | +17.5% | 4,550 | +8.3% | 0.15% | +17.3% |
| Q3 2022 | $254,000 | -3.4% | 4,200 | 0.0% | 0.13% | -14.8% |
| Q2 2022 | $263,000 | -17.6% | 4,200 | 0.0% | 0.15% | -8.6% |
| Q1 2022 | $319,000 | -5.6% | 4,200 | +0.0% | 0.16% | +1.2% |
| Q4 2021 | $338,000 | +2.7% | 4,199 | 0.0% | 0.16% | -6.9% |
| Q2 2021 | $329,000 | +5.1% | 4,199 | 0.0% | 0.17% | -9.4% |
| Q1 2021 | $313,000 | +58.1% | 4,199 | +11.7% | 0.19% | +18.6% |
| Q3 2020 | $198,000 | 0.0% | 3,758 | 0.0% | 0.16% | 0.0% |
| Q2 2020 | $198,000 | – | 3,758 | – | 0.16% | – |
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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% |