SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 772 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,002 | +13.9% | 49,149 | +5.3% | 1.90% | +0.5% |
| Q4 2023 | $3,514 | +9.8% | 46,657 | -1.3% | 1.89% | -2.0% |
| Q3 2023 | $3,200 | -37.1% | 47,286 | -36.9% | 1.92% | -53.0% |
| Q1 2023 | $5,085 | -8.8% | 74,944 | -11.8% | 4.10% | +5.2% |
| Q4 2022 | $5,575 | -99.9% | 84,978 | +12.5% | 3.90% | -3.3% |
| Q3 2022 | $4,571,000 | -13.5% | 75,520 | -10.4% | 4.03% | +8.9% |
| Q2 2022 | $5,286,000 | -16.2% | 84,259 | +1.3% | 3.70% | -14.5% |
| Q1 2022 | $6,309,000 | -3.4% | 83,161 | +2.4% | 4.33% | -0.6% |
| Q4 2021 | $6,531,000 | +3.3% | 81,198 | +0.5% | 4.35% | -24.5% |
| Q2 2021 | $6,324,000 | +5.7% | 80,794 | +0.5% | 5.77% | +25.1% |
| Q1 2021 | $5,985,000 | +0.3% | 80,410 | -8.1% | 4.61% | -1.6% |
| Q4 2020 | $5,968,000 | – | 87,527 | – | 4.68% | – |
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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% |