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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $819,756 | +8.1% | 10,067 | 0.0% | 0.20% | -1.5% |
| Q4 2023 | $758,246 | +11.3% | 10,067 | 0.0% | 0.20% | +20.0% |
| Q3 2023 | $681,335 | -4.7% | 10,067 | 0.0% | 0.16% | +2.5% |
| Q2 2023 | $715,060 | -4.2% | 10,067 | -8.5% | 0.16% | -10.6% |
| Q1 2023 | $746,486 | +3.4% | 11,002 | 0.0% | 0.18% | +1.7% |
| Q4 2022 | $721,841 | +8.4% | 11,002 | 0.0% | 0.18% | +2.3% |
| Q3 2022 | $666,000 | -15.3% | 11,002 | -12.2% | 0.17% | +20.1% |
| Q2 2022 | $786,000 | -17.3% | 12,529 | +0.0% | 0.14% | -11.1% |
| Q1 2022 | $950,000 | +7.0% | 12,528 | +8.1% | 0.16% | +1.2% |
| Q3 2021 | $888,000 | +6.7% | 11,584 | +9.0% | 0.16% | +2.6% |
| Q2 2021 | $832,000 | +9.0% | 10,628 | +3.7% | 0.16% | -1.3% |
| Q1 2021 | $763,000 | +9.2% | 10,246 | 0.0% | 0.16% | +0.6% |
| Q4 2020 | $699,000 | +23.1% | 10,246 | 0.0% | 0.16% | +7.5% |
| Q3 2020 | $568,000 | +5.4% | 10,246 | 0.0% | 0.15% | -28.4% |
| Q2 2020 | $539,000 | +23.3% | 10,246 | -1.2% | 0.20% | +6.2% |
| Q1 2020 | $437,000 | -30.0% | 10,370 | 0.0% | 0.19% | -22.3% |
| Q4 2019 | $624,000 | – | 10,370 | – | 0.25% | – |
Download | ||||||
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% |