SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 713 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $362,136 | -40.8% | 4,653 | -38.0% | 0.22% | -31.0% |
| Q1 2024 | $611,200 | +116.4% | 7,506 | +100.2% | 0.33% | +88.4% |
| Q4 2023 | $282,485 | +6.3% | 3,750 | -4.5% | 0.17% | -4.4% |
| Q3 2023 | $265,866 | -6.4% | 3,928 | -1.7% | 0.18% | -3.2% |
| Q2 2023 | $283,927 | -0.3% | 3,997 | -4.7% | 0.19% | -1.6% |
| Q1 2023 | $284,711 | -3.5% | 4,196 | -6.7% | 0.19% | +22.6% |
| Q4 2022 | $294,935 | +26.6% | 4,495 | +16.8% | 0.16% | -0.6% |
| Q3 2022 | $233,000 | -3.3% | 3,849 | +0.0% | 0.16% | +1.3% |
| Q2 2022 | $241,000 | -0.4% | 3,848 | +20.7% | 0.15% | +2.7% |
| Q1 2022 | $242,000 | +8.0% | 3,187 | +14.4% | 0.15% | -16.2% |
| Q4 2021 | $224,000 | – | 2,786 | – | 0.18% | – |
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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% |