SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,199,425 | -4.6% | 17,722 | +0.1% | 1.26% | +1.9% |
| Q2 2023 | $1,257,728 | +4.5% | 17,707 | -0.2% | 1.24% | -0.4% |
| Q1 2023 | $1,203,998 | +2.9% | 17,745 | -0.5% | 1.25% | -1.2% |
| Q4 2022 | $1,170,481 | +14.0% | 17,840 | +5.4% | 1.26% | -68.7% |
| Q3 2022 | $1,027,000 | -7.4% | 16,920 | -4.3% | 4.04% | +224.1% |
| Q2 2022 | $1,109,000 | -16.2% | 17,687 | +1.5% | 1.24% | +3.3% |
| Q1 2022 | $1,324,000 | -8.0% | 17,428 | -2.5% | 1.20% | -0.8% |
| Q4 2021 | $1,439,000 | – | 17,871 | – | 1.22% | – |
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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% |