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 2023 | $101,769 | +2.0% | 1,433 | -2.6% | 0.22% | +9.5% |
| Q1 2023 | $99,816 | -0.6% | 1,471 | -3.9% | 0.20% | -11.5% |
| Q4 2022 | $100,434 | -82.5% | 1,531 | -77.8% | 0.23% | +45.8% |
| Q4 2021 | $573,000 | +4.0% | 6,893 | +4.0% | 0.16% | -0.6% |
| Q3 2021 | $551,000 | +33.7% | 6,628 | +23.4% | 0.16% | +21.9% |
| Q1 2021 | $412,000 | +95.3% | 5,371 | +48.3% | 0.13% | +52.4% |
| Q3 2019 | $211,000 | -83.3% | 3,621 | -82.5% | 0.08% | -86.3% |
| Q4 2018 | $1,261,000 | +7.0% | 20,708 | 0.0% | 0.61% | +14.8% |
| Q2 2018 | $1,179,000 | +110.9% | 20,708 | +92.4% | 0.54% | +103.4% |
| Q4 2017 | $559,000 | – | 10,763 | – | 0.26% | – |
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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% |