SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 823 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.50 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,866,933 | -7.8% | 88,230 | -3.5% | 2.60% | -10.5% |
| Q1 2024 | $7,448,230 | +37.3% | 91,468 | +27.0% | 2.90% | +20.4% |
| Q4 2023 | $5,423,441 | -15.8% | 72,005 | -24.3% | 2.41% | -17.8% |
| Q3 2023 | $6,440,370 | -6.3% | 95,159 | -1.7% | 2.93% | -13.3% |
| Q2 2023 | $6,876,042 | +2.2% | 96,805 | -2.4% | 3.38% | -2.9% |
| Q1 2023 | $6,726,981 | +3.0% | 99,145 | -0.4% | 3.48% | +1.2% |
| Q4 2022 | $6,529,281 | +25.7% | 99,517 | +16.0% | 3.44% | +20.6% |
| Q3 2022 | $5,195,000 | -3.7% | 85,825 | -0.2% | 2.86% | +6.2% |
| Q2 2022 | $5,393,000 | -16.9% | 85,971 | +0.5% | 2.69% | +0.5% |
| Q1 2022 | $6,492,000 | +0.6% | 85,575 | +6.7% | 2.68% | -6.2% |
| Q4 2021 | $6,451,000 | +13.0% | 80,212 | +7.7% | 2.85% | -6.9% |
| Q3 2021 | $5,709,000 | -4.8% | 74,473 | -2.8% | 3.06% | -5.5% |
| Q2 2021 | $5,996,000 | +16.8% | 76,613 | +11.1% | 3.24% | -7.8% |
| Q1 2021 | $5,132,000 | +50.5% | 68,957 | +37.9% | 3.52% | +18.5% |
| Q4 2020 | $3,409,000 | – | 50,004 | – | 2.97% | – |
Download | ||||||
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% |