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 | $423,641 | -1.5% | 5,254 | -5.7% | 0.25% | -16.8% |
| Q1 2024 | $430,054 | +9.0% | 5,574 | +3.5% | 0.30% | +15.1% |
| Q4 2023 | $394,441 | +7.8% | 5,388 | -1.5% | 0.26% | +5.3% |
| Q3 2023 | $365,927 | -21.9% | 5,469 | -15.0% | 0.25% | -6.5% |
| Q2 2023 | $468,343 | +5.5% | 6,431 | +0.2% | 0.26% | -3.3% |
| Q1 2023 | $443,908 | -3.2% | 6,421 | -2.2% | 0.27% | -2.5% |
| Q4 2022 | $458,511 | +5.9% | 6,566 | -2.2% | 0.28% | +8.6% |
| Q3 2022 | $433,000 | -6.5% | 6,713 | -0.1% | 0.26% | -21.2% |
| Q2 2022 | $463,000 | -11.5% | 6,717 | -4.2% | 0.33% | +20.3% |
| Q1 2022 | $523,000 | 0.0% | 7,013 | 0.0% | 0.27% | 0.0% |
| Q4 2021 | $523,000 | -9.5% | 7,013 | -3.0% | 0.27% | -1.5% |
| Q3 2021 | $578,000 | +1.0% | 7,231 | +0.2% | 0.28% | -15.9% |
| Q2 2021 | $572,000 | +4.0% | 7,215 | -0.6% | 0.33% | -12.6% |
| Q1 2021 | $550,000 | +10.2% | 7,255 | -1.4% | 0.37% | +17.6% |
| Q4 2020 | $499,000 | +15.8% | 7,358 | -2.2% | 0.32% | -12.2% |
| Q3 2020 | $431,000 | +3.4% | 7,523 | -0.3% | 0.36% | -16.2% |
| Q2 2020 | $417,000 | +4.8% | 7,543 | -9.3% | 0.43% | -32.9% |
| Q1 2020 | $398,000 | – | 8,314 | – | 0.64% | – |
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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% |