SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 838 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,089,944 | +3.7% | 142,489 | +8.5% | 2.75% | -0.7% |
| Q1 2024 | $10,689,994 | +8.0% | 131,278 | -0.1% | 2.77% | +2.1% |
| Q4 2023 | $9,897,381 | +19.4% | 131,404 | +7.3% | 2.71% | +8.7% |
| Q3 2023 | $8,287,128 | +55.2% | 122,446 | +62.9% | 2.49% | +57.7% |
| Q2 2023 | $5,340,478 | +4.5% | 75,186 | -0.1% | 1.58% | -3.8% |
| Q1 2023 | $5,108,589 | +2.3% | 75,292 | -1.1% | 1.64% | -0.9% |
| Q4 2022 | $4,992,821 | – | 76,098 | – | 1.66% | – |
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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% |