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 | $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 | 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% |