SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,940,854 | +1.9% | 89,180 | +6.7% | 0.71% | -6.6% |
| Q1 2024 | $6,808,418 | +17.9% | 83,611 | +9.0% | 0.76% | +4.5% |
| Q4 2023 | $5,775,611 | +14.9% | 76,681 | +3.2% | 0.73% | +4.5% |
| Q3 2023 | $5,026,446 | +1.6% | 74,268 | +6.6% | 0.70% | -2.2% |
| Q2 2023 | $4,948,942 | +12.8% | 69,674 | +5.8% | 0.71% | +0.8% |
| Q1 2023 | $4,388,989 | +7.5% | 65,841 | +5.8% | 0.71% | -11.5% |
| Q4 2022 | $4,081,919 | +8.2% | 62,215 | -0.2% | 0.80% | 0.0% |
| Q3 2022 | $3,774,000 | -0.8% | 62,344 | +2.8% | 0.80% | -0.7% |
| Q2 2022 | $3,803,000 | -15.2% | 60,622 | +3.9% | 0.80% | -2.1% |
| Q1 2022 | $4,486,000 | +3.6% | 58,324 | +2.0% | 0.82% | +16.6% |
| Q4 2021 | $4,332,000 | -8.1% | 57,195 | -8.0% | 0.70% | -17.0% |
| Q3 2021 | $4,715,000 | 0.0% | 62,139 | 0.0% | 0.85% | -0.1% |
| Q2 2021 | $4,715,000 | +9.1% | 62,139 | +7.0% | 0.85% | -0.2% |
| Q1 2021 | $4,321,000 | +21.0% | 58,054 | +10.8% | 0.85% | +15.3% |
| Q4 2020 | $3,572,000 | +32.1% | 52,385 | +14.6% | 0.74% | -1.9% |
| Q3 2020 | $2,704,000 | -98.3% | 45,704 | -98.5% | 0.75% | -89.2% |
| Q1 2020 | $162,207,000 | +6021.0% | 2,970,951 | +6644.0% | 6.95% | +2391.4% |
| Q4 2019 | $2,650,000 | -74.1% | 44,053 | +19392.5% | 0.28% | +2225.0% |
| Q4 2016 | $10,216,000 | – | 226 | – | 0.01% | – |
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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% |