SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 776 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,309,739 | +404.2% | 264,878 | +435.5% | 0.11% | +322.2% |
| Q1 2024 | $4,028,172 | +10.1% | 49,468 | +1.8% | 0.03% | -10.0% |
| Q4 2023 | $3,659,105 | +14.1% | 48,581 | +2.5% | 0.03% | -6.2% |
| Q3 2023 | $3,206,272 | -3.4% | 47,374 | +1.4% | 0.03% | -3.0% |
| Q2 2023 | $3,319,374 | +4.8% | 46,732 | +0.1% | 0.03% | -2.9% |
| Q1 2023 | $3,167,240 | +0.7% | 46,680 | -2.6% | 0.03% | +21.4% |
| Q4 2022 | $3,143,900 | -99.9% | 47,918 | -46.9% | 0.03% | -3.4% |
| Q3 2022 | $2,735,733,000 | +99345.0% | 90,288 | +105.9% | 0.03% | +3.6% |
| Q2 2022 | $2,751,000 | -16.3% | 43,852 | +1.2% | 0.03% | -17.6% |
| Q1 2022 | $3,287,000 | +1.3% | 43,330 | +7.4% | 0.03% | +3.0% |
| Q4 2021 | $3,244,000 | -92.1% | 40,329 | -92.4% | 0.03% | -91.9% |
| Q3 2021 | $40,853,000 | +1190.0% | 532,906 | +1216.9% | 0.41% | +1033.3% |
| Q2 2021 | $3,167,000 | -2.4% | 40,468 | -7.2% | 0.04% | -12.2% |
| Q1 2021 | $3,246,000 | -91.3% | 43,611 | -92.1% | 0.04% | -90.5% |
| Q4 2020 | $37,353,000 | -98.5% | 549,151 | +1040.1% | 0.43% | +802.1% |
| Q3 2020 | $2,553,000,000 | – | 48,169 | – | 0.05% | – |
Download | ||||||
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% |