SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 544 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $349,000 | -3.9% | 4,514 | -2.7% | 0.06% | -4.5% |
| Q2 2021 | $363,000 | -28.0% | 4,641 | -31.4% | 0.07% | -35.9% |
| Q1 2021 | $504,000 | +2.9% | 6,769 | -5.8% | 0.10% | +17.0% |
| Q4 2020 | $490,000 | +14.2% | 7,188 | -7.1% | 0.09% | +4.8% |
| Q3 2020 | $429,000 | -26.2% | 7,741 | -29.9% | 0.08% | -27.0% |
| Q2 2020 | $581,000 | +0.9% | 11,035 | -19.2% | 0.12% | -20.7% |
| Q1 2020 | $576,000 | -62.7% | 13,662 | -46.8% | 0.14% | -45.1% |
| Q4 2019 | $1,544,000 | +5.9% | 25,661 | -0.5% | 0.26% | -15.7% |
| Q3 2019 | $1,458,000 | +4.3% | 25,779 | +5.3% | 0.31% | +2.0% |
| Q2 2019 | $1,398,000 | – | 24,492 | – | 0.31% | – |
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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% |