SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 713 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,294,115 | -71.7% | 55,173 | -70.4% | 0.47% | -72.5% |
| Q1 2024 | $15,162,254 | +8.2% | 186,200 | +0.1% | 1.70% | -0.6% |
| Q4 2023 | $14,009,961 | +8.5% | 186,006 | -2.5% | 1.71% | -1.5% |
| Q3 2023 | $12,910,975 | -5.3% | 190,765 | -0.6% | 1.74% | +0.1% |
| Q2 2023 | $13,632,504 | +2.5% | 191,926 | -2.1% | 1.74% | -0.3% |
| Q1 2023 | $13,301,603 | +2.5% | 196,044 | -0.9% | 1.74% | +1.8% |
| Q4 2022 | $12,981,135 | +6.0% | 197,853 | -2.2% | 1.71% | -1.9% |
| Q3 2022 | $12,246,000 | +8.5% | 202,312 | +12.5% | 1.74% | +13.4% |
| Q2 2022 | $11,285,000 | -19.7% | 179,895 | -2.9% | 1.54% | -1.8% |
| Q1 2022 | $14,049,000 | -5.0% | 185,190 | +0.7% | 1.57% | +5.2% |
| Q4 2021 | $14,786,000 | +3.9% | 183,838 | -1.0% | 1.49% | -6.1% |
| Q3 2021 | $14,231,000 | -1.9% | 185,643 | +0.2% | 1.59% | -1.1% |
| Q2 2021 | $14,500,000 | +6.7% | 185,253 | +4.0% | 1.60% | +1.0% |
| Q1 2021 | $13,591,000 | +20.9% | 178,081 | +8.1% | 1.59% | +9.1% |
| Q4 2020 | $11,237,000 | +38.7% | 164,811 | +12.9% | 1.46% | +19.1% |
| Q3 2020 | $8,100,000 | -5.9% | 145,990 | -10.8% | 1.22% | -11.0% |
| Q2 2020 | $8,612,000 | +14.0% | 163,655 | -8.7% | 1.37% | -1.7% |
| Q1 2020 | $7,553,000 | -30.5% | 179,157 | +0.5% | 1.40% | -11.5% |
| Q4 2019 | $10,863,000 | +11.4% | 178,346 | +3.4% | 1.58% | +1.2% |
| Q3 2019 | $9,752,000 | +7.5% | 172,487 | +8.6% | 1.56% | +2.2% |
| Q2 2019 | $9,070,000 | +17.9% | 158,866 | +14.4% | 1.53% | +11.5% |
| Q1 2019 | $7,694,000 | +19.9% | 138,910 | +3.8% | 1.37% | +7.6% |
| Q4 2018 | $6,416,000 | -20.0% | 133,855 | -3.4% | 1.27% | -3.8% |
| Q3 2018 | $8,015,000 | – | 138,565 | – | 1.32% | – |
Download | ||||||
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% |