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 | $218,589 | -8.1% | 2,809 | -3.8% | 0.04% | -12.5% |
| Q1 2024 | $237,740 | +7.5% | 2,921 | -0.5% | 0.05% | 0.0% |
| Q4 2023 | $221,109 | +8.2% | 2,936 | +2.0% | 0.05% | +2.1% |
| Q2 2023 | $204,434 | -20.8% | 2,878 | -30.1% | 0.05% | -24.2% |
| Q2 2022 | $258,000 | +10.3% | 4,118 | +33.4% | 0.06% | +19.2% |
| Q1 2022 | $234,000 | +3.1% | 3,086 | +4.1% | 0.05% | -3.7% |
| Q3 2021 | $227,000 | -0.4% | 2,965 | +1.7% | 0.05% | -3.6% |
| Q2 2021 | $228,000 | -71.2% | 2,916 | -72.5% | 0.06% | -72.3% |
| Q1 2021 | $791,000 | +5.9% | 10,621 | -3.0% | 0.20% | -4.3% |
| Q4 2020 | $747,000 | +17.3% | 10,955 | -4.5% | 0.21% | +1.0% |
| Q3 2020 | $637,000 | -36.5% | 11,475 | -39.8% | 0.21% | -41.0% |
| Q2 2020 | $1,003,000 | +3.6% | 19,056 | -17.0% | 0.35% | -15.5% |
| Q1 2020 | $968,000 | -17.5% | 22,958 | +17.6% | 0.42% | +9.4% |
| Q4 2019 | $1,174,000 | +14.0% | 19,519 | +7.1% | 0.38% | +4.9% |
| Q3 2019 | $1,030,000 | +3.6% | 18,220 | +4.7% | 0.36% | +0.6% |
| Q2 2019 | $994,000 | +20.6% | 17,406 | +17.0% | 0.36% | +17.9% |
| Q1 2019 | $824,000 | +20.3% | 14,873 | +4.1% | 0.31% | +7.7% |
| Q4 2018 | $685,000 | – | 14,291 | – | 0.29% | – |
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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% |