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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,437,080 | -4.0% | 57,010 | +0.4% | 0.21% | +2.9% |
| Q1 2024 | $4,622,609 | +8.3% | 56,768 | +0.2% | 0.20% | +1.0% |
| Q4 2023 | $4,267,170 | +11.1% | 56,654 | -0.2% | 0.20% | +17.3% |
| Q3 2023 | $3,841,440 | -11.6% | 56,759 | -7.3% | 0.17% | -15.2% |
| Q2 2023 | $4,347,296 | -22.0% | 61,204 | -25.5% | 0.20% | -27.9% |
| Q1 2023 | $5,576,914 | +3.7% | 82,195 | +0.2% | 0.28% | -7.8% |
| Q4 2022 | $5,380,350 | +7.2% | 82,005 | -1.1% | 0.31% | -4.7% |
| Q3 2022 | $5,021,000 | -2.9% | 82,949 | +0.7% | 0.32% | -3.6% |
| Q2 2022 | $5,170,000 | -21.4% | 82,411 | -4.9% | 0.33% | -6.7% |
| Q1 2022 | $6,576,000 | -3.0% | 86,688 | +2.9% | 0.36% | +3.8% |
| Q4 2021 | $6,779,000 | +6.5% | 84,280 | +1.5% | 0.34% | -4.4% |
| Q3 2021 | $6,368,000 | +13.8% | 83,064 | +16.2% | 0.36% | +12.8% |
| Q2 2021 | $5,594,000 | +8.6% | 71,472 | +3.3% | 0.32% | -0.9% |
| Q1 2021 | $5,149,000 | +11.0% | 69,178 | +1.7% | 0.32% | +3.5% |
| Q4 2020 | $4,640,000 | +26.0% | 68,053 | +2.5% | 0.31% | +10.6% |
| Q3 2020 | $3,682,000 | +4.8% | 66,375 | -0.6% | 0.28% | -1.4% |
| Q2 2020 | $3,514,000 | +33.2% | 66,773 | +6.7% | 0.29% | +10.4% |
| Q1 2020 | $2,638,000 | -55.9% | 62,580 | -37.1% | 0.26% | -36.8% |
| Q4 2019 | $5,986,000 | +6.6% | 99,520 | +0.2% | 0.41% | +1.7% |
| Q3 2019 | $5,616,000 | -0.9% | 99,323 | +0.1% | 0.40% | -4.7% |
| Q2 2019 | $5,666,000 | -48.3% | 99,251 | -49.8% | 0.42% | -3.4% |
| Q1 2019 | $10,956,000 | +133.6% | 197,810 | +102.2% | 0.44% | +3.5% |
| Q4 2018 | $4,690,000 | -12.2% | 97,847 | +6.0% | 0.42% | -1.9% |
| Q3 2018 | $5,339,000 | +11.2% | 92,308 | +5.5% | 0.43% | +4.6% |
| Q2 2018 | $4,803,000 | +14.9% | 87,510 | +10.7% | 0.41% | +14.4% |
| Q1 2018 | $4,181,000 | -0.2% | 79,064 | +0.5% | 0.36% | -0.3% |
| Q4 2017 | $4,189,000 | +16.4% | 78,640 | +9.5% | 0.36% | +16.1% |
| Q3 2017 | $3,599,000 | +31.6% | 71,817 | +26.5% | 0.31% | +29.6% |
| Q2 2017 | $2,734,000 | +73.4% | 56,769 | +70.4% | 0.24% | +72.7% |
| Q1 2017 | $1,577,000 | +126.9% | 33,318 | +116.5% | 0.14% | +110.6% |
| Q4 2016 | $695,000 | – | 15,386 | – | 0.07% | – |
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% |