SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 588 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,254,974 | -5.3% | 67,519 | -0.9% | 1.92% | -9.1% |
| Q1 2024 | $5,548,937 | -4.5% | 68,144 | -11.6% | 2.11% | -12.3% |
| Q4 2023 | $5,807,523 | +6.8% | 77,105 | -4.0% | 2.41% | -2.0% |
| Q3 2023 | $5,436,863 | -5.6% | 80,332 | -1.0% | 2.46% | +3.1% |
| Q2 2023 | $5,762,401 | -12.7% | 81,126 | -16.6% | 2.38% | -15.4% |
| Q1 2023 | $6,601,601 | -6.8% | 97,297 | -9.8% | 2.82% | -21.0% |
| Q4 2022 | $7,080,888 | +13.2% | 107,924 | +4.4% | 3.57% | +1.1% |
| Q3 2022 | $6,255,000 | -3.6% | 103,341 | -0.1% | 3.53% | +11.7% |
| Q2 2022 | $6,487,000 | -16.1% | 103,406 | +1.4% | 3.16% | +4.0% |
| Q1 2022 | $7,733,000 | +3.1% | 101,938 | +9.3% | 3.03% | -17.7% |
| Q4 2021 | $7,502,000 | +9.1% | 93,277 | +4.0% | 3.68% | +29.6% |
| Q3 2021 | $6,878,000 | +2.1% | 89,717 | +4.9% | 2.84% | +8.9% |
| Q2 2021 | $6,734,000 | +7.3% | 85,500 | +1.4% | 2.61% | -6.0% |
| Q1 2021 | $6,277,000 | +11.5% | 84,333 | +2.1% | 2.78% | +7.3% |
| Q4 2020 | $5,631,000 | +21.3% | 82,584 | -1.3% | 2.59% | -4.3% |
| Q3 2020 | $4,644,000 | +9.4% | 83,713 | +3.8% | 2.70% | -5.7% |
| Q2 2020 | $4,245,000 | +26.4% | 80,678 | +1.3% | 2.87% | +12.9% |
| Q1 2020 | $3,358,000 | +1.3% | 79,654 | +44.5% | 2.54% | +41.3% |
| Q4 2019 | $3,315,000 | – | 55,116 | – | 1.80% | – |
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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% |