SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 767 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,996,873 | -5.3% | 77,051 | -0.9% | 4.30% | -7.9% |
| Q1 2024 | $6,329,198 | +9.9% | 77,726 | +1.7% | 4.66% | +5.8% |
| Q4 2023 | $5,757,579 | +20.5% | 76,442 | +8.3% | 4.41% | +7.0% |
| Q3 2023 | $4,776,251 | -7.0% | 70,571 | -6.4% | 4.12% | -1.1% |
| Q2 2023 | $5,138,069 | +3.8% | 75,427 | +3.4% | 4.16% | -2.1% |
| Q1 2023 | $4,948,910 | +4.3% | 72,939 | +0.9% | 4.25% | -5.8% |
| Q4 2022 | $4,742,833 | – | 72,288 | – | 4.52% | – |
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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% |