SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 754 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $61,249,932 | +8.2% | 862,311 | +3.3% | 2.96% | +0.2% |
Q1 2023 | $56,620,677 | +107199.1% | 834,498 | +3.8% | 2.95% | +6.4% |
Q4 2022 | $52,769 | -99.9% | 804,284 | +11.8% | 2.77% | +9.3% |
Q3 2022 | $43,529,000 | -2.3% | 719,129 | +1.2% | 2.54% | +8.1% |
Q2 2022 | $44,562,000 | -36.8% | 710,381 | -23.6% | 2.35% | -32.5% |
Q1 2022 | $70,501,000 | -16.4% | 929,361 | -11.3% | 3.48% | -13.2% |
Q4 2021 | $84,306,000 | +13.5% | 1,048,195 | +8.2% | 4.01% | -0.1% |
Q3 2021 | $74,290,000 | +9.5% | 969,083 | +11.8% | 4.01% | -0.9% |
Q2 2021 | $67,817,000 | +16.6% | 866,454 | +10.9% | 4.05% | -2.1% |
Q1 2021 | $58,148,000 | +40.9% | 781,238 | +29.1% | 4.13% | +15.2% |
Q4 2020 | $41,267,000 | +28.3% | 605,260 | +4.4% | 3.59% | +9.5% |
Q3 2020 | $32,170,000 | +21.0% | 579,840 | +14.8% | 3.28% | +11.1% |
Q2 2020 | $26,588,000 | +2218.0% | 505,283 | +1757.9% | 2.95% | +1791.0% |
Q1 2020 | $1,147,000 | -91.9% | 27,197 | -88.4% | 0.16% | -90.5% |
Q4 2019 | $14,103,000 | +22.8% | 234,459 | +15.5% | 1.65% | +8.9% |
Q3 2019 | $11,482,000 | +3.9% | 203,072 | +4.9% | 1.51% | -7.0% |
Q2 2019 | $11,047,000 | +15.9% | 193,498 | +12.4% | 1.63% | +3.3% |
Q1 2019 | $9,532,000 | +15.9% | 172,096 | +0.3% | 1.58% | -0.7% |
Q4 2018 | $8,227,000 | -65.1% | 171,654 | -57.8% | 1.59% | -63.6% |
Q3 2018 | $23,552,000 | +12.4% | 407,195 | +6.7% | 4.36% | +0.9% |
Q2 2018 | $20,952,000 | +18.5% | 381,710 | +14.2% | 4.32% | +2.4% |
Q1 2018 | $17,676,000 | +148.3% | 334,263 | +150.2% | 4.22% | +137.6% |
Q4 2017 | $7,118,000 | +20.7% | 133,623 | +13.6% | 1.78% | -7.3% |
Q3 2017 | $5,895,000 | +19.7% | 117,633 | +15.0% | 1.92% | +2.5% |
Q2 2017 | $4,926,000 | +24.7% | 102,284 | +22.5% | 1.87% | +8.7% |
Q1 2017 | $3,951,000 | +29.6% | 83,474 | +23.7% | 1.72% | +9.3% |
Q4 2016 | $3,048,000 | – | 67,506 | – | 1.57% | – |
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% |