SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $103,000 | -25.4% | 2,442 | +6.5% | 0.00% | 0.0% |
| Q4 2019 | $138,000 | +3.0% | 2,293 | -3.2% | 0.00% | 0.0% |
| Q3 2019 | $134,000 | -0.7% | 2,370 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $135,000 | +62.7% | 2,370 | +58.3% | 0.00% | +50.0% |
| Q1 2019 | $83,000 | +16.9% | 1,497 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $71,000 | +16.4% | 1,488 | +22.8% | 0.00% | 0.0% |
| Q3 2017 | $61,000 | +5.2% | 1,212 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $58,000 | +1.8% | 1,212 | +1.2% | 0.00% | 0.0% |
| Q1 2017 | $57,000 | – | 1,198 | – | 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% |