SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 823 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.50 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,701,452 | -0.3% | 47,561 | +4.3% | 2.06% | -0.4% |
| Q1 2024 | $3,712,347 | +6.6% | 45,590 | -1.4% | 2.07% | +0.0% |
| Q4 2023 | $3,482,421 | +12.2% | 46,235 | +0.9% | 2.07% | +1.6% |
| Q3 2023 | $3,102,542 | -2.7% | 45,841 | +2.1% | 2.04% | -1.7% |
| Q2 2023 | $3,189,543 | +7.8% | 44,904 | +2.9% | 2.07% | +13.0% |
| Q1 2023 | $2,959,857 | +6.6% | 43,624 | +3.1% | 1.83% | +0.4% |
| Q4 2022 | $2,776,251 | +11.5% | 42,314 | +2.9% | 1.83% | +3.1% |
| Q3 2022 | $2,490,000 | +0.6% | 41,130 | +4.3% | 1.77% | -6.6% |
| Q2 2022 | $2,475,000 | -14.8% | 39,452 | +3.0% | 1.90% | -5.7% |
| Q1 2022 | $2,905,000 | +4.3% | 38,288 | +10.5% | 2.01% | +6.8% |
| Q4 2021 | $2,786,000 | +12.3% | 34,642 | +7.0% | 1.88% | -13.5% |
| Q3 2021 | $2,481,000 | +1.9% | 32,364 | +4.1% | 2.18% | -12.9% |
| Q2 2021 | $2,435,000 | – | 31,104 | – | 2.50% | – |
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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% |