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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,039 | +4.8% | 3,709 | +9.9% | 0.16% | +0.6% |
| Q2 2023 | $239,629 | +80855.7% | 3,374 | -22.6% | 0.16% | -41.7% |
| Q1 2023 | $296 | +0.3% | 4,360 | -3.1% | 0.28% | 0.0% |
| Q4 2022 | $295 | -99.9% | 4,500 | -1.4% | 0.28% | +15.4% |
| Q3 2022 | $276,000 | -4.2% | 4,562 | -0.8% | 0.24% | +0.4% |
| Q2 2022 | $288,000 | -20.9% | 4,598 | -4.3% | 0.24% | -4.8% |
| Q1 2022 | $364,000 | -52.5% | 4,804 | -50.8% | 0.25% | -10.3% |
| Q4 2021 | $766,000 | +105.9% | 9,756 | +101.1% | 0.28% | -6.3% |
| Q3 2021 | $372,000 | +3.0% | 4,852 | +5.2% | 0.30% | +3.4% |
| Q2 2021 | $361,000 | +5.9% | 4,613 | +0.6% | 0.29% | -7.9% |
| Q1 2021 | $341,000 | +1.8% | 4,587 | -6.6% | 0.32% | -10.5% |
| Q4 2020 | $335,000 | -42.2% | 4,909 | -55.4% | 0.35% | -59.8% |
| Q3 2020 | $580,000 | 0.0% | 11,017 | 0.0% | 0.88% | 0.0% |
| Q2 2020 | $580,000 | +42.9% | 11,017 | +14.5% | 0.88% | +0.3% |
| Q1 2020 | $406,000 | -33.9% | 9,624 | -5.7% | 0.87% | -23.4% |
| Q4 2019 | $614,000 | +15.0% | 10,208 | +8.1% | 1.14% | +4.0% |
| Q3 2019 | $534,000 | +20.5% | 9,440 | +21.6% | 1.09% | +15.3% |
| Q2 2019 | $443,000 | +51.2% | 7,760 | +46.7% | 0.95% | +85.4% |
| Q1 2019 | $293,000 | – | 5,291 | – | 0.51% | – |
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% |