SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,274 | -4.4% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $10,749 | +8.1% | 132 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $9,942 | -4.0% | 132 | -13.7% | 0.00% | 0.0% |
| Q3 2023 | $10,355 | -4.7% | 153 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,868 | +4.7% | 153 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,381 | +3.4% | 153 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $10,038 | -41.0% | 153 | -45.0% | 0.00% | -40.0% |
| Q3 2022 | $17,000 | +41.7% | 278 | +41.1% | 0.01% | +25.0% |
| Q2 2022 | $12,000 | 0.0% | 197 | +28.8% | 0.00% | +33.3% |
| Q1 2022 | $12,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $12,000 | -42.9% | 153 | -44.4% | 0.00% | -50.0% |
| Q3 2021 | $21,000 | -4.5% | 275 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $22,000 | +10.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +5.3% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | +26.7% | 275 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $15,000 | -16.7% | 275 | -21.2% | 0.01% | -25.0% |
| Q2 2020 | $18,000 | +38.5% | 349 | +14.4% | 0.01% | +14.3% |
| Q1 2020 | $13,000 | -27.8% | 305 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $18,000 | +28.6% | 305 | +20.1% | 0.01% | +28.6% |
| Q3 2019 | $14,000 | 0.0% | 254 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $14,000 | 0.0% | 254 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +75.0% | 254 | +50.3% | 0.01% | +60.0% |
| Q4 2018 | $8,000 | -20.0% | 169 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $10,000 | +11.1% | 169 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $9,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $9,000 | -25.0% | 169 | -24.9% | 0.01% | -28.6% |
| Q4 2017 | $12,000 | – | 225 | – | 0.01% | – |
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% |