SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 692 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $79 | +6.8% | 1,019 | +11.6% | 0.02% | 0.0% |
| Q1 2024 | $74 | -14.9% | 913 | -20.8% | 0.02% | -21.1% |
| Q4 2023 | $87 | +26.1% | 1,153 | +13.6% | 0.02% | +18.8% |
| Q3 2023 | $69 | +91.7% | 1,015 | +100.6% | 0.02% | +100.0% |
| Q2 2023 | $36 | 0.0% | 506 | -4.5% | 0.01% | -11.1% |
| Q1 2023 | $36 | +2.9% | 530 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $35 | -99.9% | 533 | -25.6% | 0.01% | -30.8% |
| Q3 2022 | $43,000 | -2.3% | 716 | +3.0% | 0.01% | 0.0% |
| Q2 2022 | $44,000 | -8.3% | 695 | +10.7% | 0.01% | -7.1% |
| Q1 2022 | $48,000 | +2.1% | 628 | +7.2% | 0.01% | -6.7% |
| Q4 2021 | $47,000 | +6.8% | 586 | +3.2% | 0.02% | -44.4% |
| Q3 2021 | $44,000 | -2.2% | 568 | -1.0% | 0.03% | -12.9% |
| Q2 2021 | $45,000 | -13.5% | 574 | -17.2% | 0.03% | -22.5% |
| Q1 2021 | $52,000 | +8.3% | 693 | -1.3% | 0.04% | +8.1% |
| Q4 2020 | $48,000 | +29.7% | 702 | +4.8% | 0.04% | +19.4% |
| Q3 2020 | $37,000 | +5.7% | 670 | +0.9% | 0.03% | +6.9% |
| Q2 2020 | $35,000 | +191.7% | 664 | +138.0% | 0.03% | +141.7% |
| Q1 2020 | $12,000 | +140.0% | 279 | +228.2% | 0.01% | +20.0% |
| Q4 2019 | $5,000 | 0.0% | 85 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $5,000 | 0.0% | 85 | -8.6% | 0.01% | -8.3% |
| Q2 2019 | $5,000 | – | 93 | – | 0.01% | – |
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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% |