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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,567,256 | -5.9% | 46,274 | -0.6% | 2.27% | -7.0% |
| Q1 2024 | $3,788,996 | +29.0% | 46,531 | +17.1% | 2.44% | +8.0% |
| Q4 2023 | $2,937,394 | -3.3% | 39,727 | -11.5% | 2.26% | -13.0% |
| Q3 2023 | $3,036,403 | -6.1% | 44,864 | -1.4% | 2.59% | -3.1% |
| Q2 2023 | $3,233,203 | +5.2% | 45,519 | +0.4% | 2.68% | -2.5% |
| Q1 2023 | $3,074,017 | -5.3% | 45,332 | -0.5% | 2.75% | -6.0% |
| Q4 2022 | $3,247,552 | +21.8% | 45,580 | +5.7% | 2.92% | +3.1% |
| Q3 2022 | $2,667,000 | +4.2% | 43,139 | +6.7% | 2.84% | +6.6% |
| Q2 2022 | $2,560,000 | +4.0% | 40,431 | +22.4% | 2.66% | +18.6% |
| Q1 2022 | $2,461,000 | +1.9% | 33,038 | +2.2% | 2.24% | +0.7% |
| Q4 2021 | $2,414,000 | – | 32,314 | – | 2.23% | – |
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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% |