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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297 | -4.5% | 3,820 | 0.0% | 0.04% | -4.9% |
| Q1 2024 | $311 | +20.5% | 3,820 | +11.7% | 0.04% | +13.9% |
| Q4 2023 | $258 | +33.0% | 3,420 | +19.5% | 0.04% | +20.0% |
| Q3 2023 | $194 | -4.4% | 2,861 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $203 | +23.8% | 2,861 | +18.7% | 0.03% | +11.1% |
| Q1 2023 | $164 | +31.2% | 2,411 | +26.2% | 0.03% | +22.7% |
| Q4 2022 | $125 | -99.9% | 1,910 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $116,000 | -3.3% | 1,910 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $120,000 | -25.0% | 1,910 | -9.3% | 0.02% | -18.5% |
| Q1 2022 | $160,000 | +3.9% | 2,105 | +10.2% | 0.03% | +8.0% |
| Q4 2021 | $154,000 | +5.5% | 1,910 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $146,000 | -2.0% | 1,910 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $149,000 | +4.9% | 1,910 | 0.0% | 0.03% | +3.8% |
| Q1 2021 | $142,000 | +97.2% | 1,910 | +81.7% | 0.03% | +62.5% |
| Q4 2020 | $72,000 | +24.1% | 1,051 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $58,000 | +5.5% | 1,051 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $55,000 | +25.0% | 1,051 | 0.0% | 0.02% | +7.1% |
| Q1 2020 | $44,000 | -30.2% | 1,051 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $63,000 | +6.8% | 1,051 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $59,000 | -1.7% | 1,051 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $60,000 | +3.4% | 1,051 | 0.0% | 0.02% | +6.2% |
| Q1 2019 | $58,000 | +16.0% | 1,051 | 0.0% | 0.02% | +6.7% |
| Q4 2018 | $50,000 | – | 1,051 | – | 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% |