SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 775 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,822,197 | -4.3% | 22,441 | -4.0% | 1.59% | -13.9% |
| Q1 2024 | $1,904,191 | +12.6% | 23,384 | +4.1% | 1.84% | -4.4% |
| Q4 2023 | $1,691,538 | +25.6% | 22,458 | +12.9% | 1.93% | +15.5% |
| Q3 2023 | $1,346,431 | -5.6% | 19,894 | -0.9% | 1.67% | -13.2% |
| Q2 2023 | $1,426,189 | +3.0% | 20,079 | -1.6% | 1.92% | -3.2% |
| Q1 2023 | $1,384,418 | +1.2% | 20,404 | -2.1% | 1.98% | -6.0% |
| Q4 2022 | $1,367,750 | -10.8% | 20,847 | -6.0% | 2.11% | -7.9% |
| Q2 2022 | $1,534,000 | -8.9% | 22,172 | -0.0% | 2.29% | +0.9% |
| Q1 2022 | $1,683,000 | -5.6% | 22,182 | +0.1% | 2.27% | -1.1% |
| Q4 2021 | $1,783,000 | +3.9% | 22,166 | -1.0% | 2.30% | -3.8% |
| Q3 2021 | $1,716,000 | -1.8% | 22,388 | +0.2% | 2.39% | -3.4% |
| Q2 2021 | $1,748,000 | +6.6% | 22,337 | +1.4% | 2.47% | -3.7% |
| Q1 2021 | $1,640,000 | – | 22,039 | – | 2.57% | – |
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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% |