SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. 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 | $74,951 | +94774.7% | 963 | 0.0% | 0.01% | -16.7% |
| Q1 2024 | $79 | +9.7% | 963 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $72 | +16.1% | 963 | +4.8% | 0.01% | +20.0% |
| Q3 2023 | $62 | -16.2% | 919 | -11.4% | 0.01% | -16.7% |
| Q2 2023 | $74 | +5.7% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $70 | +52.2% | 1,037 | +45.6% | 0.01% | +20.0% |
| Q4 2022 | $46 | -99.9% | 712 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $44,000 | -27.9% | 712 | -11.7% | 0.01% | -28.6% |
| Q1 2022 | $61,000 | -7.6% | 806 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $66,000 | +8.2% | 806 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $61,000 | -7.6% | 806 | -5.8% | 0.01% | -20.0% |
| Q2 2021 | $66,000 | +88.6% | 856 | +80.6% | 0.01% | +25.0% |
| Q1 2021 | $35,000 | -32.7% | 474 | -37.8% | 0.01% | -20.0% |
| Q4 2020 | $52,000 | +160.0% | 762 | +114.0% | 0.01% | +150.0% |
| Q3 2020 | $20,000 | +5.3% | 356 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $19,000 | +26.7% | 356 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $15,000 | -93.6% | 356 | -90.8% | 0.00% | -93.9% |
| Q4 2019 | $233,000 | +6.4% | 3,874 | 0.0% | 0.07% | -9.6% |
| Q3 2019 | $219,000 | +995.0% | 3,874 | +988.2% | 0.07% | +1116.7% |
| Q2 2019 | $20,000 | 0.0% | 356 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $20,000 | +17.6% | 356 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $17,000 | -37.0% | 356 | -21.9% | 0.01% | -30.0% |
| Q3 2018 | $27,000 | +35.0% | 456 | +28.1% | 0.01% | +42.9% |
| Q2 2018 | $20,000 | – | 356 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 676,643 | $36,045,000 | 21.04% |
| Northwest Capital Management Inc | 219,192 | $11,676,000 | 12.80% |
| MONEYWISE, INC. | 297,242 | $15,834,000 | 11.85% |
| CWH Capital Management, Inc. | 466,856 | $24,869,000 | 11.68% |
| Legacy Wealth Management, Inc | 742,058 | $39,529,000 | 9.51% |
| Mokosak Advisory Group, LLC | 229,425 | $12,223,000 | 9.47% |
| SVA Wealth Management, LLC | 1,500,103 | $79,910,000 | 9.37% |
| Denver PWM, LLC | 216,077 | $11,541,000 | 8.72% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 164,476 | $8,761,000 | 8.48% |
| MCIA Inc | 152,329 | $8,115,000 | 7.83% |