SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 845 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $243,964 | -17.8% | 2,996 | -24.0% | 0.02% | -9.1% |
| Q4 2023 | $296,841 | +4.5% | 3,941 | -6.1% | 0.02% | 0.0% |
| Q3 2023 | $284,134 | -77.8% | 4,198 | -76.7% | 0.02% | -75.3% |
| Q2 2023 | $1,280,016 | +4.9% | 18,021 | +0.2% | 0.09% | +4.7% |
| Q1 2023 | $1,220,434 | +2.2% | 17,987 | -1.1% | 0.08% | -23.4% |
| Q4 2022 | $1,193,672 | -96.0% | 18,193 | -96.3% | 0.11% | -95.6% |
| Q3 2022 | $30,119,000 | -18.5% | 497,574 | -15.6% | 2.54% | -14.3% |
| Q2 2022 | $36,973,000 | -18.5% | 589,400 | -1.5% | 2.96% | -2.8% |
| Q1 2022 | $45,386,000 | -5.8% | 598,294 | -0.1% | 3.05% | -17.1% |
| Q4 2021 | $48,166,000 | – | 598,857 | – | 3.68% | – |
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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% |