SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 754 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $853,061 | -10.7% | 10,476 | -17.4% | 0.52% | -23.1% |
| Q4 2023 | $955,585 | -11.1% | 12,687 | -16.2% | 0.68% | -16.7% |
| Q2 2023 | $1,074,968 | +241.4% | 15,134 | +226.1% | 0.82% | +243.1% |
| Q1 2023 | $314,891 | +95903.4% | 4,641 | +92720.0% | 0.24% | – |
| Q4 2022 | $328 | -99.8% | 5 | -99.8% | 0.00% | -100.0% |
| Q3 2022 | $184,000 | +557.1% | 3,041 | +581.8% | 0.14% | +610.5% |
| Q2 2022 | $28,000 | -3.4% | 446 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $29,000 | – | 446 | – | 0.02% | – |
Download | ||||||
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% |