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 | $9,257,575 | +2.5% | 118,945 | +7.2% | 0.03% | 0.0% |
| Q1 2024 | $9,032,061 | +2.8% | 110,917 | -4.9% | 0.03% | -10.3% |
| Q4 2023 | $8,787,668 | +13.0% | 116,670 | +1.5% | 0.03% | -3.3% |
| Q3 2023 | $7,779,512 | +39.3% | 114,929 | +40.6% | 0.03% | +36.4% |
| Q2 2023 | $5,583,183 | +127720.1% | 81,740 | +27.0% | 0.02% | +15.8% |
| Q1 2023 | $4,368 | -4.8% | 64,383 | -8.0% | 0.02% | -17.4% |
| Q4 2022 | $4,588 | -99.9% | 69,953 | +1.5% | 0.02% | +4.5% |
| Q3 2022 | $4,171,000 | +929.9% | 68,925 | +964.8% | 0.02% | +1000.0% |
| Q2 2022 | $405,000 | +81.6% | 6,473 | +119.6% | 0.00% | +100.0% |
| Q1 2022 | $223,000 | -1.3% | 2,948 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $226,000 | +769.2% | 2,823 | +706.6% | 0.00% | – |
| Q3 2021 | $26,000 | -16.1% | 350 | -12.1% | 0.00% | – |
| Q2 2021 | $31,000 | +675.0% | 398 | +598.2% | 0.00% | – |
| Q1 2021 | $4,000 | – | 57 | – | 0.00% | – |
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% |