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 | $2,840,017 | -50.0% | 36,490 | -47.7% | 1.21% | -50.5% |
| Q1 2024 | $5,679,254 | +5.6% | 69,744 | -2.3% | 2.45% | -2.2% |
| Q4 2023 | $5,379,505 | +9.8% | 71,422 | -1.3% | 2.51% | +0.1% |
| Q3 2023 | $4,898,746 | -5.8% | 72,381 | -1.1% | 2.50% | -4.4% |
| Q2 2023 | $5,200,604 | +4.3% | 73,217 | -0.4% | 2.62% | -1.2% |
| Q1 2023 | $4,986,771 | +101754.0% | 73,497 | -1.5% | 2.65% | -3.7% |
| Q4 2022 | $4,896 | -99.9% | 74,618 | +0.8% | 2.75% | +3.9% |
| Q3 2022 | $4,483,000 | -3.1% | 74,060 | +0.4% | 2.65% | +0.2% |
| Q2 2022 | $4,628,000 | -17.2% | 73,776 | +0.1% | 2.64% | -3.3% |
| Q1 2022 | $5,590,000 | -5.6% | 73,693 | +0.1% | 2.73% | -4.6% |
| Q4 2021 | $5,924,000 | +4.4% | 73,655 | -0.5% | 2.86% | -4.8% |
| Q3 2021 | $5,674,000 | -3.4% | 74,013 | -1.4% | 3.01% | -3.4% |
| Q2 2021 | $5,875,000 | +3.6% | 75,056 | -1.5% | 3.11% | -4.7% |
| Q1 2021 | $5,669,000 | +9.3% | 76,172 | +0.1% | 3.27% | -4.1% |
| Q4 2020 | $5,186,000 | +22.6% | 76,062 | -0.3% | 3.41% | +7.5% |
| Q3 2020 | $4,231,000 | +3.9% | 76,261 | -1.5% | 3.17% | -7.7% |
| Q2 2020 | $4,072,000 | +19.6% | 77,388 | -4.2% | 3.43% | -8.3% |
| Q1 2020 | $3,404,000 | -29.7% | 80,748 | +0.3% | 3.74% | -13.8% |
| Q4 2019 | $4,842,000 | – | 80,506 | – | 4.34% | – |
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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% |