SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $7,192,000 | +5.3% | 89,411 | +1.9% | 0.08% | -1.2% |
Q3 2021 | $6,827,000 | +1.4% | 87,771 | +2.2% | 0.08% | 0.0% |
Q2 2021 | $6,731,000 | +24.0% | 85,910 | +17.2% | 0.08% | +14.1% |
Q1 2021 | $5,430,000 | +3.7% | 73,304 | -4.5% | 0.07% | -2.7% |
Q4 2020 | $5,235,000 | +14.7% | 76,787 | -7.1% | 0.07% | +2.8% |
Q3 2020 | $4,565,000 | +29.2% | 82,639 | +21.5% | 0.07% | +22.4% |
Q2 2020 | $3,533,000 | – | 68,026 | – | 0.06% | – |
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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% |