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 | $1,323,064 | -7.7% | 16,999 | -3.4% | 0.27% | -13.6% |
| Q1 2024 | $1,433,121 | -3.3% | 17,599 | -10.5% | 0.31% | -8.9% |
| Q4 2023 | $1,481,575 | -1.6% | 19,670 | -11.5% | 0.34% | -19.5% |
| Q3 2023 | $1,505,029 | -8.0% | 22,237 | -3.5% | 0.42% | -2.8% |
| Q2 2023 | $1,636,423 | -2.9% | 23,038 | -7.3% | 0.43% | -7.7% |
| Q1 2023 | $1,685,497 | +7.5% | 24,841 | +4.0% | 0.47% | +1.3% |
| Q4 2022 | $1,567,385 | +9.7% | 23,889 | +1.2% | 0.46% | -2.7% |
| Q3 2022 | $1,429,000 | -15.1% | 23,607 | -12.0% | 0.48% | -13.8% |
| Q2 2022 | $1,683,000 | +17.5% | 26,826 | +42.1% | 0.55% | +22.2% |
| Q1 2022 | $1,432,000 | -16.8% | 18,874 | -11.8% | 0.45% | -18.3% |
| Q4 2021 | $1,721,000 | +5.7% | 21,391 | +0.8% | 0.55% | -4.7% |
| Q3 2021 | $1,628,000 | -5.2% | 21,228 | -3.3% | 0.58% | -6.2% |
| Q2 2021 | $1,718,000 | -3.7% | 21,945 | -8.4% | 0.62% | -9.3% |
| Q1 2021 | $1,784,000 | +1.9% | 23,969 | -6.6% | 0.68% | -4.9% |
| Q4 2020 | $1,750,000 | +11.6% | 25,656 | -9.2% | 0.72% | -1.2% |
| Q3 2020 | $1,568,000 | -3.6% | 28,249 | -8.6% | 0.72% | -8.2% |
| Q2 2020 | $1,627,000 | -59.5% | 30,904 | -67.6% | 0.79% | -70.6% |
| Q1 2020 | $4,017,000 | -41.9% | 95,280 | -17.1% | 2.68% | -40.7% |
| Q4 2019 | $6,914,000 | – | 114,942 | – | 4.52% | – |
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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% |