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 | $1,062,691 | +12.2% | 13,654 | -2.5% | 0.95% | -3.0% |
| Q3 2023 | $947,453 | -13.1% | 13,999 | -8.8% | 0.98% | -8.5% |
| Q2 2023 | $1,090,169 | +0.9% | 15,348 | -3.6% | 1.07% | -5.1% |
| Q1 2023 | $1,080,036 | -15.1% | 15,918 | -17.9% | 1.13% | +15.9% |
| Q4 2022 | $1,272,703 | +8.3% | 19,398 | -0.0% | 0.97% | -8.0% |
| Q3 2022 | $1,175,000 | -3.8% | 19,405 | -0.4% | 1.06% | +1.2% |
| Q2 2022 | $1,222,000 | -27.1% | 19,475 | -11.9% | 1.05% | -18.1% |
| Q1 2022 | $1,677,000 | -6.3% | 22,113 | -0.6% | 1.28% | +22.8% |
| Q4 2021 | $1,789,000 | +5.0% | 22,237 | +0.1% | 1.04% | -12.8% |
| Q3 2021 | $1,704,000 | -6.0% | 22,223 | -4.1% | 1.19% | -15.3% |
| Q2 2021 | $1,813,000 | -0.2% | 23,164 | -5.1% | 1.41% | -6.7% |
| Q1 2021 | $1,816,000 | +2570.6% | 24,396 | -22.1% | 1.51% | +8277.8% |
| Q4 2020 | $68,000 | -96.1% | 31,330 | +0.2% | 0.02% | -98.9% |
| Q3 2020 | $1,734,000 | +2.2% | 31,270 | -3.0% | 1.64% | +313.4% |
| Q2 2020 | $1,696,000 | – | 32,231 | – | 0.40% | – |
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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% |