SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 588 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $38,811,000 | +35.9% | 737,578 | +8.9% | 2.40% | +11.1% |
| Q1 2020 | $28,554,000 | -28.2% | 677,288 | +2.5% | 2.16% | -6.0% |
| Q4 2019 | $39,762,000 | +14.5% | 661,052 | +7.6% | 2.30% | +4.2% |
| Q3 2019 | $34,737,000 | +2.1% | 614,388 | +3.1% | 2.20% | -3.3% |
| Q2 2019 | $34,022,000 | +6.2% | 595,935 | +3.0% | 2.28% | +14.5% |
| Q1 2019 | $32,043,000 | – | 578,499 | – | 1.99% | – |
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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% |