SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 391 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,791,452 | -4.5% | 87,260 | -0.1% | 1.41% | -3.9% |
| Q1 2024 | $7,112,259 | +107989.0% | 87,342 | -0.0% | 1.47% | -2.0% |
| Q4 2023 | $6,580 | +9.1% | 87,359 | -1.9% | 1.50% | +0.2% |
| Q3 2023 | $6,030 | +16.6% | 89,096 | +22.4% | 1.50% | +23.5% |
| Q2 2023 | $5,170 | +8.4% | 72,786 | +3.5% | 1.21% | +1.2% |
| Q1 2023 | $4,771 | +4.2% | 70,319 | +0.8% | 1.20% | -1.6% |
| Q4 2022 | $4,579 | -99.9% | 69,791 | +0.9% | 1.22% | -29.2% |
| Q3 2022 | $4,188,000 | +5.5% | 69,192 | +9.3% | 1.72% | +12.1% |
| Q2 2022 | $3,969,000 | -17.8% | 63,277 | -0.5% | 1.53% | -4.1% |
| Q1 2022 | $4,826,000 | -5.7% | 63,618 | +0.0% | 1.60% | +2.7% |
| Q4 2021 | $5,116,000 | +6.4% | 63,610 | +1.4% | 1.56% | -2.3% |
| Q3 2021 | $4,807,000 | -0.3% | 62,705 | +1.8% | 1.59% | +1.5% |
| Q2 2021 | $4,822,000 | +11.5% | 61,610 | +6.1% | 1.57% | -15.0% |
| Q1 2021 | $4,323,000 | +11.7% | 58,082 | +2.3% | 1.85% | +3.7% |
| Q4 2020 | $3,871,000 | +23.4% | 56,781 | +0.5% | 1.78% | +10.1% |
| Q3 2020 | $3,136,000 | -10.7% | 56,524 | -15.3% | 1.62% | -17.3% |
| Q2 2020 | $3,513,000 | +20.4% | 66,753 | -3.5% | 1.96% | +0.4% |
| Q1 2020 | $2,917,000 | -27.1% | 69,178 | +4.1% | 1.95% | -5.4% |
| Q4 2019 | $3,999,000 | +10.5% | 66,476 | +3.9% | 2.06% | +1.4% |
| Q3 2019 | $3,618,000 | +1.2% | 63,986 | +2.2% | 2.04% | -1.6% |
| Q2 2019 | $3,574,000 | +7.2% | 62,607 | +4.0% | 2.07% | +3.2% |
| Q1 2019 | $3,335,000 | +17.6% | 60,207 | +1.7% | 2.00% | +0.9% |
| Q4 2018 | $2,837,000 | -15.0% | 59,190 | +2.6% | 1.99% | -0.9% |
| Q3 2018 | $3,338,000 | +6.7% | 57,707 | +1.3% | 2.00% | +0.3% |
| Q2 2018 | $3,128,000 | +6.2% | 56,983 | +2.4% | 2.00% | +2.6% |
| Q1 2018 | $2,944,000 | – | 55,668 | – | 1.95% | – |
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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% |