SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 167 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $389,072 | -4.4% | 4,999 | 0.0% | 0.02% | -7.4% |
| Q1 2024 | $407,069 | +8.1% | 4,999 | 0.0% | 0.03% | +3.8% |
| Q4 2023 | $376,525 | +11.3% | 4,999 | -0.0% | 0.03% | 0.0% |
| Q3 2023 | $338,400 | -4.7% | 5,000 | 0.0% | 0.03% | -7.1% |
| Q2 2023 | $355,150 | +4.7% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $339,250 | +3.4% | 5,000 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $328,050 | -15.2% | 5,000 | -21.8% | 0.03% | -25.6% |
| Q3 2022 | $387,000 | -3.5% | 6,390 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $401,000 | +62.3% | 6,390 | +96.6% | 0.04% | +77.3% |
| Q1 2022 | $247,000 | -5.4% | 3,250 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $261,000 | +5.2% | 3,250 | 0.0% | 0.02% | -23.3% |
| Q3 2021 | $248,000 | -2.4% | 3,250 | 0.0% | 0.03% | +20.0% |
| Q2 2021 | $254,000 | +5.0% | 3,250 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $242,000 | +9.0% | 3,250 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $222,000 | +23.3% | 3,250 | 0.0% | 0.02% | +9.1% |
| Q3 2020 | $180,000 | +5.3% | 3,250 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $171,000 | +24.8% | 3,250 | 0.0% | 0.02% | +9.5% |
| Q1 2020 | $137,000 | +0.7% | 3,250 | +3.0% | 0.02% | -16.0% |
| Q1 2015 | $136,000 | -99.9% | 3,155 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $128,345,000 | +105100.8% | 3,155 | 0.0% | 0.02% | +4.2% |
| Q3 2014 | $122,000 | – | 3,155 | – | 0.02% | – |
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% |