SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 588 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $101,226 | -6.9% | 1,301 | -2.6% | 0.02% | -14.3% |
| Q1 2024 | $108,758 | +8.2% | 1,336 | +0.1% | 0.02% | +5.0% |
| Q4 2023 | $100,555 | +11.4% | 1,335 | +0.1% | 0.02% | 0.0% |
| Q3 2023 | $90,300 | -11.6% | 1,334 | -14.4% | 0.02% | -16.7% |
| Q2 2023 | $102,204 | 0.0% | 1,558 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $102,204 | +0.0% | 1,558 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $102,203 | +3.2% | 1,558 | +0.1% | 0.02% | -3.8% |
| Q3 2022 | $99,000 | -3.9% | 1,556 | +0.1% | 0.03% | 0.0% |
| Q2 2022 | $103,000 | -12.7% | 1,555 | +0.1% | 0.03% | -3.7% |
| Q1 2022 | $118,000 | -9.9% | 1,553 | -4.9% | 0.03% | -12.9% |
| Q4 2021 | $131,000 | +4.8% | 1,633 | -0.1% | 0.03% | -6.1% |
| Q3 2021 | $125,000 | -2.3% | 1,635 | +0.3% | 0.03% | -2.9% |
| Q2 2021 | $128,000 | +5.8% | 1,630 | +0.2% | 0.03% | -2.9% |
| Q1 2021 | $121,000 | +9.0% | 1,627 | +0.1% | 0.04% | 0.0% |
| Q4 2020 | $111,000 | +27.6% | 1,625 | +4.0% | 0.04% | +105.9% |
| Q3 2020 | $87,000 | -47.6% | 1,563 | -50.6% | 0.02% | -73.0% |
| Q2 2020 | $166,000 | +13.7% | 3,161 | -9.0% | 0.06% | -11.3% |
| Q1 2020 | $146,000 | -21.9% | 3,473 | +11.9% | 0.07% | -6.6% |
| Q4 2019 | $187,000 | +27.2% | 3,105 | +19.4% | 0.08% | +52.0% |
| Q3 2019 | $147,000 | -0.7% | 2,600 | +0.3% | 0.05% | -15.3% |
| Q2 2019 | $148,000 | +2.8% | 2,592 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $144,000 | +5.9% | 2,592 | -8.4% | 0.06% | -10.4% |
| Q4 2018 | $136,000 | – | 2,830 | – | 0.07% | – |
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% |