SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $241,270 | -4.4% | 3,100 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $252,430 | +8.2% | 3,100 | +0.1% | 0.01% | 0.0% |
| Q4 2023 | $233,298 | +10.6% | 3,097 | -0.6% | 0.01% | 0.0% |
| Q3 2023 | $210,868 | -5.5% | 3,116 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $223,080 | +6.6% | 3,141 | +1.8% | 0.01% | 0.0% |
| Q1 2023 | $209,338 | +3.5% | 3,085 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $202,245 | -13.9% | 3,083 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $235,000 | -4.1% | 3,101 | +2.0% | 0.01% | 0.0% |
| Q4 2021 | $245,000 | -2.0% | 3,041 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $250,000 | +5.9% | 3,038 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $236,000 | -62.2% | 3,036 | -71.9% | 0.01% | -71.9% |
| Q3 2018 | $624,000 | -11.9% | 10,794 | -16.3% | 0.03% | -20.0% |
| Q2 2018 | $708,000 | – | 12,896 | – | 0.04% | – |
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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% |