SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 731 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $726,154 | -4.4% | 9,330 | 0.0% | 0.56% | -7.2% |
| Q1 2024 | $759,742 | +8.1% | 9,330 | 0.0% | 0.60% | +1.2% |
| Q4 2023 | $702,736 | +11.3% | 9,330 | 0.0% | 0.59% | -1.3% |
| Q3 2023 | $631,454 | -3.7% | 9,330 | +1.1% | 0.60% | +1.5% |
| Q2 2023 | $655,607 | +4.7% | 9,230 | 0.0% | 0.59% | -1.8% |
| Q1 2023 | $626,256 | +3.4% | 9,230 | 0.0% | 0.60% | -3.1% |
| Q4 2022 | $605,580 | +10.7% | 9,230 | +2.2% | 0.62% | -2.5% |
| Q3 2022 | $547,000 | -1.3% | 9,030 | +2.3% | 0.64% | +4.8% |
| Q2 2022 | $554,000 | -17.3% | 8,830 | 0.0% | 0.61% | +0.2% |
| Q1 2022 | $670,000 | -10.7% | 8,830 | -5.4% | 0.61% | -10.2% |
| Q4 2021 | $750,000 | – | 9,330 | – | 0.68% | – |
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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% |