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 | $3,858,422 | -7.1% | 49,575 | -2.8% | 1.38% | -7.9% |
| Q1 2024 | $4,153,989 | +6.9% | 51,013 | -1.1% | 1.49% | +1.0% |
| Q4 2023 | $3,884,252 | +10.9% | 51,570 | -0.4% | 1.48% | +1.0% |
| Q3 2023 | $3,503,117 | -5.0% | 51,760 | -0.2% | 1.46% | -2.9% |
| Q2 2023 | $3,685,676 | – | 51,889 | – | 1.51% | – |
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% |