SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $305,483 | -4.2% | 3,925 | +0.3% | 0.06% | -7.4% |
Q1 2024 | $318,798 | +7.4% | 3,915 | -0.6% | 0.07% | 0.0% |
Q4 2023 | $296,761 | +11.3% | 3,940 | 0.0% | 0.07% | +1.5% |
Q3 2023 | $266,659 | -4.7% | 3,940 | 0.0% | 0.07% | -2.9% |
Q2 2023 | $279,858 | +5.4% | 3,940 | +0.6% | 0.07% | +1.5% |
Q1 2023 | $265,633 | +3.0% | 3,915 | -0.4% | 0.07% | +1.5% |
Q4 2022 | $257,847 | +9.3% | 3,930 | +0.6% | 0.07% | 0.0% |
Q3 2022 | $236,000 | -33.7% | 3,905 | -31.2% | 0.07% | -30.2% |
Q2 2022 | $356,000 | -17.0% | 5,680 | +0.4% | 0.10% | -6.8% |
Q1 2022 | $429,000 | -5.3% | 5,655 | +0.4% | 0.10% | -1.0% |
Q4 2021 | $453,000 | +4.9% | 5,630 | 0.0% | 0.10% | -15.4% |
Q3 2021 | $432,000 | -2.0% | 5,630 | 0.0% | 0.12% | -0.8% |
Q2 2021 | $441,000 | +4.8% | 5,630 | -0.4% | 0.12% | -0.8% |
Q1 2021 | $421,000 | +8.8% | 5,655 | -0.3% | 0.12% | -3.8% |
Q4 2020 | $387,000 | +16.9% | 5,670 | -4.9% | 0.13% | +2.4% |
Q3 2020 | $331,000 | -10.1% | 5,960 | -14.7% | 0.13% | -14.2% |
Q2 2020 | $368,000 | -16.7% | 6,989 | -33.4% | 0.15% | -28.8% |
Q1 2020 | $442,000 | -80.1% | 10,494 | -71.6% | 0.21% | -75.6% |
Q4 2019 | $2,223,000 | +5.5% | 36,959 | -0.8% | 0.85% | -2.6% |
Q3 2019 | $2,107,000 | -4.9% | 37,261 | -4.0% | 0.87% | -5.9% |
Q2 2019 | $2,216,000 | +3.0% | 38,822 | -0.0% | 0.93% | -0.1% |
Q1 2019 | $2,151,000 | +16.8% | 38,833 | +1.0% | 0.93% | +1.9% |
Q4 2018 | $1,842,000 | +57.4% | 38,438 | +90.0% | 0.91% | +78.7% |
Q3 2018 | $1,170,000 | -19.4% | 20,229 | -23.5% | 0.51% | -25.1% |
Q2 2018 | $1,452,000 | +2.9% | 26,444 | -0.9% | 0.68% | +3.5% |
Q1 2018 | $1,411,000 | -8.3% | 26,684 | -7.6% | 0.66% | -6.4% |
Q4 2017 | $1,539,000 | +6.6% | 28,894 | +0.3% | 0.70% | -4.9% |
Q3 2017 | $1,444,000 | +50.9% | 28,809 | +45.0% | 0.74% | +43.1% |
Q2 2017 | $957,000 | +1.4% | 19,875 | -0.4% | 0.52% | -1.9% |
Q1 2017 | $944,000 | +7.5% | 19,955 | +2.6% | 0.53% | +2.3% |
Q4 2016 | $878,000 | +62.3% | 19,445 | +56.3% | 0.52% | +53.7% |
Q3 2016 | $541,000 | +5.3% | 12,438 | +1.6% | 0.34% | +0.6% |
Q2 2016 | $514,000 | +1.2% | 12,242 | -2.1% | 0.33% | -4.0% |
Q1 2016 | $508,000 | +279.1% | 12,507 | +275.4% | 0.35% | +189.2% |
Q4 2015 | $134,000 | – | 3,332 | – | 0.12% | – |
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% |