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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $268,000 | -98.1% | 6,363 | -97.3% | 0.07% | -97.6% |
| Q4 2019 | $14,023,000 | +7.7% | 233,137 | +1.2% | 2.97% | -2.9% |
| Q3 2019 | $13,026,000 | +5.1% | 230,385 | +6.1% | 3.06% | +1.0% |
| Q2 2019 | $12,395,000 | +128.7% | 217,113 | +121.9% | 3.03% | +100.1% |
| Q1 2019 | $5,419,000 | +19.0% | 97,841 | +3.0% | 1.51% | +8.5% |
| Q4 2018 | $4,552,000 | – | 94,973 | – | 1.40% | – |
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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% |