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 2024 | $3,705,588 | +0.2% | 46,954 | -5.4% | 0.34% | -10.6% |
| Q4 2023 | $3,697,381 | +1728.2% | 49,636 | +1551.2% | 0.38% | +1353.8% |
| Q4 2022 | $202,247 | -95.0% | 3,006 | -94.2% | 0.03% | -95.3% |
| Q4 2021 | $4,084,000 | +20.2% | 51,585 | +16.4% | 0.56% | +2.2% |
| Q3 2021 | $3,399,000 | +10.0% | 44,332 | +12.3% | 0.54% | +5.4% |
| Q2 2021 | $3,089,000 | +21.3% | 39,465 | +18.6% | 0.52% | +8.9% |
| Q1 2021 | $2,546,000 | +18.5% | 33,288 | +5.6% | 0.47% | -3.3% |
| Q4 2020 | $2,149,000 | +23.6% | 31,513 | +0.6% | 0.49% | +3.8% |
| Q3 2020 | $1,739,000 | -52.2% | 31,338 | -62.3% | 0.47% | -70.4% |
| Q1 2020 | $3,638,000 | -26.6% | 83,047 | +0.8% | 1.60% | -25.6% |
| Q4 2019 | $4,956,000 | -2.6% | 82,403 | -10.1% | 2.15% | -24.2% |
| Q3 2019 | $5,089,000 | +21.2% | 91,629 | +25.3% | 2.83% | -8.2% |
| Q2 2019 | $4,199,000 | +28.3% | 73,119 | +23.7% | 3.08% | +20.9% |
| Q1 2019 | $3,273,000 | – | 59,094 | – | 2.55% | – |
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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% |