SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 419 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $455,000 | -2.2% | 5,936 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $465,000 | +5.2% | 5,936 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $442,000 | -0.7% | 5,936 | -9.0% | 0.05% | -5.9% |
| Q4 2020 | $445,000 | +22.9% | 6,522 | 0.0% | 0.05% | +10.9% |
| Q3 2020 | $362,000 | -6.5% | 6,522 | -11.3% | 0.05% | -11.5% |
| Q2 2020 | $387,000 | +8.4% | 7,357 | -13.1% | 0.05% | -3.7% |
| Q1 2020 | $357,000 | -37.8% | 8,466 | -11.3% | 0.05% | -22.9% |
| Q4 2019 | $574,000 | -0.9% | 9,547 | -6.8% | 0.07% | -7.9% |
| Q3 2019 | $579,000 | -6.6% | 10,247 | -5.6% | 0.08% | -8.4% |
| Q2 2019 | $620,000 | +3.2% | 10,857 | 0.0% | 0.08% | +5.1% |
| Q1 2019 | $601,000 | +15.6% | 10,857 | 0.0% | 0.08% | +14.5% |
| Q4 2018 | $520,000 | -17.2% | 10,857 | 0.0% | 0.07% | -2.8% |
| Q3 2018 | $628,000 | +5.4% | 10,857 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $596,000 | -11.0% | 10,857 | -14.3% | 0.07% | -12.3% |
| Q1 2018 | $670,000 | -24.3% | 12,673 | -23.8% | 0.08% | -24.3% |
| Q4 2017 | $885,000 | – | 16,622 | – | 0.11% | – |
Download | ||||||
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% |