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 | $10,274 | -4.4% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $10,749 | -67.0% | 132 | -69.4% | 0.00% | -66.7% |
| Q4 2023 | $32,574 | +20.0% | 432 | +7.7% | 0.00% | 0.0% |
| Q3 2023 | $27,140 | -11.2% | 401 | -6.7% | 0.00% | 0.0% |
| Q2 2023 | $30,558 | -28.2% | 430 | -31.4% | 0.00% | -40.0% |
| Q1 2023 | $42,542 | -11.5% | 627 | -14.5% | 0.01% | -16.7% |
| Q4 2022 | $48,092 | +26.6% | 733 | +16.9% | 0.01% | +20.0% |
| Q3 2022 | $38,000 | -2.6% | 627 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $39,000 | – | 627 | +31250.0% | 0.01% | – |
| Q1 2020 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 2 | -94.1% | 0.00% | – |
| Q4 2018 | $2,000 | – | 34 | +1600.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q2 2016 | $126,000 | +3.3% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $122,000 | +1.7% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $120,000 | +2.6% | 3,000 | 0.0% | 0.03% | -3.4% |
| Q3 2015 | $117,000 | -8.6% | 3,000 | 0.0% | 0.03% | +3.6% |
| Q2 2015 | $128,000 | +7.6% | 3,000 | +9.1% | 0.03% | +3.7% |
| Q1 2015 | $119,000 | +6.2% | 2,750 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $112,000 | +5.7% | 2,750 | 0.0% | 0.03% | +8.0% |
| Q3 2014 | $106,000 | -4.5% | 2,750 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $111,000 | +184.6% | 2,750 | +175.0% | 0.02% | +150.0% |
| Q1 2014 | $39,000 | – | 1,000 | – | 0.01% | – |
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% |