SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 838 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $806,000 | +34.9% | 10,079 | +35.7% | 0.05% | +15.9% |
| Q1 2024 | $597,570 | +13.0% | 7,427 | +4.6% | 0.04% | +2.3% |
| Q4 2023 | $529,018 | +11.2% | 7,102 | +0.3% | 0.04% | -10.4% |
| Q3 2023 | $475,542 | -7.2% | 7,081 | +0.0% | 0.05% | -12.7% |
| Q2 2023 | $512,651 | +8.3% | 7,080 | +0.0% | 0.06% | -11.3% |
| Q1 2023 | $473,362 | +2.8% | 7,079 | +3.4% | 0.06% | -10.1% |
| Q4 2022 | $460,532 | +12.3% | 6,845 | +1.1% | 0.07% | -15.9% |
| Q3 2022 | $410,000 | -3.5% | 6,769 | 0.0% | 0.08% | -10.9% |
| Q2 2022 | $425,000 | -20.3% | 6,769 | -2.9% | 0.09% | -22.7% |
| Q1 2022 | $533,000 | -2.6% | 6,971 | 0.0% | 0.12% | -29.6% |
| Q4 2021 | $547,000 | – | 6,971 | – | 0.17% | – |
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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% |