SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 583 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,672,917 | +30.1% | 21,494 | +36.1% | 0.11% | +20.2% |
| Q1 2024 | $1,285,707 | +14.2% | 15,789 | +5.7% | 0.09% | +3.3% |
| Q4 2023 | $1,125,549 | +12.3% | 14,944 | +0.9% | 0.09% | +1.1% |
| Q3 2023 | $1,002,420 | -5.1% | 14,811 | -0.4% | 0.09% | +12.5% |
| Q2 2023 | $1,056,630 | +17.5% | 14,876 | +12.3% | 0.08% | +6.7% |
| Q1 2023 | $898,908 | +55.0% | 13,248 | +49.8% | 0.08% | +31.6% |
| Q4 2022 | $580,123 | +11.6% | 8,842 | +3.0% | 0.06% | -3.4% |
| Q3 2022 | $520,000 | -41.3% | 8,587 | -22.0% | 0.06% | -32.2% |
| Q4 2021 | $886,000 | +12.4% | 11,012 | +7.1% | 0.09% | 0.0% |
| Q3 2021 | $788,000 | +5.6% | 10,279 | +7.9% | 0.09% | +2.4% |
| Q2 2021 | $746,000 | +22.5% | 9,530 | +16.5% | 0.08% | +9.0% |
| Q1 2021 | $609,000 | +18.3% | 8,178 | +8.2% | 0.08% | -10.3% |
| Q4 2020 | $515,000 | +28.1% | 7,555 | +9.9% | 0.09% | +13.0% |
| Q3 2020 | $402,000 | +12.0% | 6,876 | +0.7% | 0.08% | -4.9% |
| Q2 2020 | $359,000 | -6.5% | 6,828 | -19.8% | 0.08% | -21.4% |
| Q1 2020 | $384,000 | -65.4% | 8,519 | -53.8% | 0.10% | -62.1% |
| Q4 2019 | $1,109,000 | +11.2% | 18,444 | +1.7% | 0.27% | -1.1% |
| Q3 2019 | $997,000 | -0.4% | 18,131 | +5.8% | 0.28% | +1.1% |
| Q2 2019 | $1,001,000 | +19.6% | 17,133 | +17.4% | 0.27% | +6.7% |
| Q1 2019 | $837,000 | +21.8% | 14,588 | +16.3% | 0.26% | +18.6% |
| Q4 2018 | $687,000 | +99.7% | 12,546 | +92.4% | 0.22% | -19.5% |
| Q3 2018 | $344,000 | +30.3% | 6,521 | +35.4% | 0.27% | +14.6% |
| Q2 2018 | $264,000 | +6.0% | 4,816 | +2.3% | 0.23% | -1.3% |
| Q1 2018 | $249,000 | +4.2% | 4,708 | +4.8% | 0.24% | -5.6% |
| Q4 2017 | $239,000 | – | 4,491 | – | 0.25% | – |
Download | ||||||
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% |