SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 823 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.50 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,023,460 | +13.4% | 64,544 | +18.7% | 1.89% | +10.8% |
| Q1 2024 | $4,427,919 | -8.8% | 54,377 | -15.6% | 1.71% | -12.9% |
| Q4 2023 | $4,853,771 | +15.0% | 64,442 | +3.3% | 1.96% | +3.2% |
| Q3 2023 | $4,221,743 | -2.5% | 62,378 | +2.3% | 1.90% | -22.1% |
| Q2 2023 | $4,329,847 | -5.9% | 60,958 | -10.1% | 2.44% | -17.9% |
| Q1 2023 | $4,599,891 | +116411.9% | 67,795 | +12.7% | 2.97% | +25.4% |
| Q4 2022 | $3,948 | -99.9% | 60,172 | +14.2% | 2.37% | +13.6% |
| Q3 2022 | $3,189,000 | +3.3% | 52,691 | +7.1% | 2.09% | +3.6% |
| Q2 2022 | $3,087,000 | -4.2% | 49,217 | +15.9% | 2.02% | +6.7% |
| Q1 2022 | $3,221,000 | +1.5% | 42,462 | +7.6% | 1.89% | +3.0% |
| Q4 2021 | $3,174,000 | – | 39,467 | – | 1.83% | – |
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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% |