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 | $243,636 | -15.5% | 3,130 | -11.6% | 0.05% | -15.9% |
| Q1 2024 | $288,291 | -78.1% | 3,540 | -79.7% | 0.06% | -84.0% |
| Q4 2023 | $1,316,598 | +12.4% | 17,480 | +1.0% | 0.39% | -5.3% |
| Q3 2023 | $1,171,693 | -0.7% | 17,312 | +4.2% | 0.42% | -3.7% |
| Q2 2023 | $1,180,285 | +9.6% | 16,617 | +4.7% | 0.43% | +3.9% |
| Q1 2023 | $1,077,059 | +13.0% | 15,874 | +9.3% | 0.42% | +3.2% |
| Q4 2022 | $952,960 | +10.6% | 14,525 | +2.0% | 0.40% | -8.2% |
| Q3 2022 | $862,000 | -1.9% | 14,242 | +1.7% | 0.44% | +10.9% |
| Q2 2022 | $879,000 | -10.8% | 14,009 | +7.9% | 0.40% | +5.9% |
| Q1 2022 | $985,000 | +1.7% | 12,981 | +7.7% | 0.37% | +13.7% |
| Q4 2021 | $969,000 | +6.6% | 12,049 | +1.6% | 0.33% | -7.9% |
| Q3 2021 | $909,000 | +0.2% | 11,857 | +2.3% | 0.36% | +3.5% |
| Q2 2021 | $907,000 | +6.7% | 11,588 | +1.5% | 0.34% | -0.3% |
| Q1 2021 | $850,000 | +17.6% | 11,416 | +7.6% | 0.34% | +13.1% |
| Q4 2020 | $723,000 | +34.9% | 10,607 | +9.8% | 0.30% | +10.9% |
| Q3 2020 | $536,000 | -0.7% | 9,663 | -5.8% | 0.28% | -9.8% |
| Q2 2020 | $540,000 | +47.9% | 10,260 | +18.5% | 0.30% | +17.3% |
| Q1 2020 | $365,000 | -20.3% | 8,658 | +13.8% | 0.26% | +2.0% |
| Q4 2019 | $458,000 | +9.3% | 7,611 | +2.6% | 0.26% | +6.7% |
| Q3 2019 | $419,000 | -3.9% | 7,417 | -2.8% | 0.24% | -4.4% |
| Q2 2019 | $436,000 | +9.0% | 7,629 | +5.7% | 0.25% | +10.1% |
| Q1 2019 | $400,000 | +22.7% | 7,216 | +6.0% | 0.23% | +63.3% |
| Q4 2018 | $326,000 | -9.9% | 6,807 | +1.6% | 0.14% | -35.9% |
| Q3 2018 | $362,000 | -1.6% | 6,700 | +2.1% | 0.22% | +1.4% |
| Q2 2018 | $368,000 | +17.6% | 6,564 | +10.9% | 0.21% | +3.9% |
| Q1 2018 | $313,000 | -7.4% | 5,920 | -2.0% | 0.21% | +29.6% |
| Q4 2017 | $338,000 | – | 6,043 | – | 0.16% | – |
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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% |