SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 754 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,831,963 | +26.1% | 23,538 | +32.0% | 0.00% | 0.0% |
Q1 2024 | $1,452,549 | +16.3% | 17,838 | +7.5% | 0.00% | 0.0% |
Q4 2023 | $1,249,385 | +200.6% | 16,588 | +170.1% | 0.00% | – |
Q3 2023 | $415,594 | +3.0% | 6,141 | +8.1% | 0.00% | – |
Q2 2023 | $403,557 | +7.5% | 5,681 | +2.7% | 0.00% | – |
Q1 2023 | $375,441 | +21.1% | 5,533 | +17.1% | 0.00% | – |
Q4 2022 | $310,094 | +5.5% | 4,726 | -2.8% | 0.00% | – |
Q3 2022 | $294,000 | -7.8% | 4,863 | -4.4% | 0.00% | – |
Q2 2022 | $319,000 | -18.0% | 5,089 | -0.7% | 0.00% | – |
Q1 2022 | $389,000 | -25.0% | 5,124 | -20.7% | 0.00% | – |
Q4 2021 | $519,000 | -0.8% | 6,460 | -5.2% | 0.00% | – |
Q3 2021 | $523,000 | +11.3% | 6,816 | +13.4% | 0.00% | – |
Q2 2021 | $470,000 | -2.5% | 6,010 | -7.1% | 0.00% | – |
Q1 2021 | $482,000 | +29.9% | 6,469 | +19.2% | 0.00% | – |
Q4 2020 | $371,000 | +0.8% | 5,425 | -18.2% | 0.00% | – |
Q3 2020 | $368,000 | +21.1% | 6,632 | +15.0% | 0.00% | – |
Q2 2020 | $304,000 | +83.1% | 5,767 | +46.1% | 0.00% | – |
Q1 2020 | $166,000 | -46.6% | 3,948 | -23.8% | 0.00% | – |
Q4 2019 | $311,000 | +19.2% | 5,179 | +11.9% | 0.00% | – |
Q3 2019 | $261,000 | +4.0% | 4,629 | +4.9% | 0.00% | – |
Q2 2019 | $251,000 | +13.1% | 4,414 | +10.2% | 0.00% | – |
Q1 2019 | $222,000 | +13.3% | 4,004 | -1.7% | 0.00% | – |
Q4 2018 | $196,000 | -15.5% | 4,072 | +1.7% | 0.00% | – |
Q3 2018 | $232,000 | +2.7% | 4,004 | -2.5% | 0.00% | – |
Q2 2018 | $226,000 | +4.1% | 4,105 | 0.0% | 0.00% | – |
Q1 2018 | $217,000 | +14.8% | 4,105 | +15.5% | 0.00% | – |
Q4 2017 | $189,000 | +6.2% | 3,553 | 0.0% | 0.00% | – |
Q3 2017 | $178,000 | +493.3% | 3,553 | +479.6% | 0.00% | – |
Q2 2017 | $30,000 | +42.9% | 613 | +40.6% | 0.00% | – |
Q1 2017 | $21,000 | +320.0% | 436 | +331.7% | 0.00% | – |
Q4 2016 | $5,000 | -88.6% | 101 | -90.0% | 0.00% | – |
Q3 2016 | $44,000 | +4.8% | 1,007 | 0.0% | 0.00% | – |
Q2 2016 | $42,000 | +2.4% | 1,007 | 0.0% | 0.00% | – |
Q1 2016 | $41,000 | +2.5% | 1,007 | 0.0% | 0.00% | – |
Q4 2015 | $40,000 | – | 1,007 | – | 0.00% | – |
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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% |