SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 838 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $233,490 | -11.6% | 3,000 | -7.5% | 0.06% | -14.5% |
| Q1 2024 | $264,159 | +5.1% | 3,244 | -2.8% | 0.07% | +6.2% |
| Q4 2023 | $251,418 | +11.3% | 3,338 | 0.0% | 0.06% | -14.5% |
| Q3 2023 | $225,916 | -4.7% | 3,338 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $237,098 | +4.7% | 3,338 | 0.0% | 0.08% | -1.3% |
| Q1 2023 | $226,483 | +3.4% | 3,338 | 0.0% | 0.08% | -1.3% |
| Q4 2022 | $219,006 | +8.4% | 3,338 | 0.0% | 0.08% | +2.6% |
| Q3 2022 | $202,000 | -14.0% | 3,338 | +7.9% | 0.08% | +20.6% |
| Q1 2022 | $235,000 | -5.6% | 3,094 | 0.0% | 0.06% | +28.6% |
| Q4 2021 | $249,000 | +5.1% | 3,094 | 0.0% | 0.05% | +11.4% |
| Q3 2021 | $237,000 | -2.1% | 3,094 | 0.0% | 0.04% | +12.8% |
| Q2 2021 | $242,000 | +5.2% | 3,094 | 0.0% | 0.04% | +14.7% |
| Q1 2021 | $230,000 | +9.0% | 3,094 | 0.0% | 0.03% | -47.7% |
| Q4 2020 | $211,000 | – | 3,094 | – | 0.06% | – |
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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% |