SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 775 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $643,421 | -7.1% | 8,267 | -2.8% | 0.34% | -13.3% |
Q1 2024 | $692,318 | +6.8% | 8,502 | -1.2% | 0.39% | -6.9% |
Q4 2023 | $647,978 | +9.0% | 8,603 | -2.0% | 0.42% | +0.2% |
Q3 2023 | $594,298 | -4.8% | 8,781 | -0.1% | 0.42% | -5.2% |
Q2 2023 | $624,425 | +4.7% | 8,791 | 0.0% | 0.44% | -9.2% |
Q1 2023 | $596,469 | -72.3% | 8,791 | -73.2% | 0.49% | -77.3% |
Q4 2022 | $2,155,551 | – | 32,854 | – | 2.14% | – |
Download |
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% |