SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 270 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $758,298 | -5.4% | 9,743 | -1.0% | 0.02% | -3.8% |
Q1 2024 | $801,190 | +1.3% | 9,839 | -6.3% | 0.03% | -7.1% |
Q4 2023 | $790,860 | +4.3% | 10,500 | -6.3% | 0.03% | -3.4% |
Q3 2023 | $758,219 | -12.4% | 11,203 | -8.1% | 0.03% | -6.5% |
Q2 2023 | $865,714 | +4.7% | 12,188 | +0.0% | 0.03% | +3.3% |
Q1 2023 | $826,888 | -25.6% | 12,187 | -28.1% | 0.03% | -30.2% |
Q4 2022 | $1,111,630 | +20.7% | 16,943 | +11.4% | 0.04% | +13.2% |
Q3 2022 | $921,000 | -16.4% | 15,213 | -13.4% | 0.04% | -11.6% |
Q2 2022 | $1,102,000 | -8.1% | 17,569 | +11.2% | 0.04% | +4.9% |
Q1 2022 | $1,199,000 | +33.1% | 15,804 | +41.1% | 0.04% | +36.7% |
Q4 2021 | $901,000 | +11.6% | 11,199 | +6.4% | 0.03% | +3.4% |
Q3 2021 | $807,000 | -2.7% | 10,522 | -0.6% | 0.03% | -3.3% |
Q2 2021 | $829,000 | -18.3% | 10,588 | -22.3% | 0.03% | -21.1% |
Q1 2021 | $1,015,000 | -2.1% | 13,632 | -10.4% | 0.04% | -9.5% |
Q4 2020 | $1,037,000 | +2.6% | 15,206 | -16.5% | 0.04% | -6.7% |
Q3 2020 | $1,011,000 | -2.3% | 18,216 | -7.4% | 0.04% | -10.0% |
Q2 2020 | $1,035,000 | -3.4% | 19,665 | -22.6% | 0.05% | -23.1% |
Q1 2020 | $1,071,000 | -51.9% | 25,399 | -31.3% | 0.06% | -43.5% |
Q4 2019 | $2,225,000 | +0.8% | 36,997 | -5.2% | 0.12% | -5.7% |
Q3 2019 | $2,207,000 | -1.5% | 39,031 | -0.5% | 0.12% | +1.7% |
Q2 2019 | $2,240,000 | +1.5% | 39,238 | -1.5% | 0.12% | +0.8% |
Q1 2019 | $2,207,000 | +6.4% | 39,849 | -7.9% | 0.12% | -3.3% |
Q4 2018 | $2,075,000 | +23.0% | 43,282 | +48.4% | 0.12% | +33.7% |
Q3 2018 | $1,687,000 | +6.1% | 29,159 | +0.7% | 0.09% | +2.2% |
Q2 2018 | $1,590,000 | +4.3% | 28,959 | +0.5% | 0.09% | +2.3% |
Q1 2018 | $1,524,000 | -0.7% | 28,829 | +0.1% | 0.09% | -2.2% |
Q4 2017 | $1,534,000 | +6.6% | 28,789 | +0.3% | 0.09% | +2.3% |
Q3 2017 | $1,439,000 | +11.2% | 28,708 | +6.9% | 0.09% | +7.3% |
Q2 2017 | $1,294,000 | +3.1% | 26,863 | +1.3% | 0.08% | -6.8% |
Q1 2017 | $1,255,000 | +5.0% | 26,517 | +0.2% | 0.09% | -2.2% |
Q4 2016 | $1,195,000 | -1.3% | 26,473 | -4.8% | 0.09% | -6.2% |
Q3 2016 | $1,211,000 | +9.4% | 27,822 | +5.6% | 0.10% | +4.3% |
Q2 2016 | $1,107,000 | +6.1% | 26,347 | +2.5% | 0.09% | 0.0% |
Q1 2016 | $1,043,000 | +12.8% | 25,705 | +11.4% | 0.09% | +15.0% |
Q4 2015 | $925,000 | +4.8% | 23,073 | +1.7% | 0.08% | -1.2% |
Q3 2015 | $883,000 | -2.3% | 22,692 | +7.1% | 0.08% | +1.2% |
Q2 2015 | $904,000 | +11.1% | 21,191 | +12.3% | 0.08% | +6.7% |
Q1 2015 | $814,000 | +9.1% | 18,869 | +2.9% | 0.08% | +7.1% |
Q4 2014 | $746,000 | +15.7% | 18,342 | +10.1% | 0.07% | +9.4% |
Q3 2014 | $645,000 | 0.0% | 16,657 | +3.9% | 0.06% | 0.0% |
Q2 2014 | $645,000 | +5.2% | 16,031 | +0.9% | 0.06% | +1.6% |
Q1 2014 | $613,000 | +9.5% | 15,883 | +6.1% | 0.06% | +6.8% |
Q4 2013 | $560,000 | +22.8% | 14,964 | +13.6% | 0.06% | +11.3% |
Q3 2013 | $456,000 | +26.7% | 13,168 | +16.8% | 0.05% | +17.8% |
Q2 2013 | $360,000 | – | 11,274 | – | 0.04% | – |
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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% |