SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,684 | -2.6% | 39,650 | +2.2% | 1.20% | -2.1% |
| Q2 2023 | $2,757 | +21.3% | 38,811 | +15.9% | 1.23% | +3.9% |
| Q1 2023 | $2,272 | +21.2% | 33,480 | +17.2% | 1.18% | +9.2% |
| Q4 2022 | $1,875 | -99.9% | 28,573 | +4.3% | 1.08% | +19.4% |
| Q3 2022 | $1,658,000 | -15.9% | 27,395 | -12.9% | 0.91% | -14.8% |
| Q2 2022 | $1,972,000 | -16.2% | 31,438 | +1.3% | 1.06% | +1.7% |
| Q1 2022 | $2,353,000 | +5.6% | 31,021 | +11.9% | 1.04% | +16.6% |
| Q4 2021 | $2,229,000 | +29.1% | 27,715 | +23.1% | 0.90% | +23.2% |
| Q3 2021 | $1,726,000 | -4.3% | 22,517 | -2.3% | 0.73% | -1.0% |
| Q2 2021 | $1,804,000 | +94.4% | 23,045 | +84.8% | 0.73% | +80.3% |
| Q1 2021 | $928,000 | +32.2% | 12,471 | +21.2% | 0.41% | +29.2% |
| Q4 2020 | $702,000 | +231.1% | 10,290 | +169.8% | 0.32% | +194.4% |
| Q3 2020 | $212,000 | – | 3,814 | – | 0.11% | – |
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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% |