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 | $6,416,867 | -8.7% | 82,447 | -4.5% | 3.21% | -14.9% |
Q1 2024 | $7,027,949 | +8.8% | 86,307 | +0.7% | 3.78% | +1.4% |
Q4 2023 | $6,458,622 | +11.1% | 85,749 | -0.1% | 3.72% | +1.4% |
Q3 2023 | $5,811,713 | -7.2% | 85,870 | -2.6% | 3.67% | -9.4% |
Q2 2023 | $6,261,393 | +5.1% | 88,151 | +0.0% | 4.05% | +2.7% |
Q1 2023 | $5,958,655 | +3.0% | 88,133 | -0.0% | 3.95% | +4.4% |
Q4 2022 | $5,782,825 | +11.3% | 88,139 | +2.6% | 3.78% | +13.2% |
Q3 2022 | $5,198,000 | -3.1% | 85,879 | +0.5% | 3.34% | +1.9% |
Q2 2022 | $5,362,000 | -16.6% | 85,481 | +0.9% | 3.28% | -5.8% |
Q1 2022 | $6,427,000 | -4.0% | 84,720 | +1.8% | 3.48% | +1.2% |
Q4 2021 | $6,693,000 | +7.8% | 83,213 | +2.8% | 3.44% | -1.5% |
Q3 2021 | $6,207,000 | +1.6% | 80,966 | +3.7% | 3.50% | -1.9% |
Q2 2021 | $6,109,000 | +9.0% | 78,053 | +3.7% | 3.56% | +2.3% |
Q1 2021 | $5,604,000 | +17.3% | 75,290 | +7.5% | 3.48% | +11.5% |
Q4 2020 | $4,776,000 | +41.9% | 70,049 | +15.5% | 3.12% | +33.2% |
Q3 2020 | $3,366,000 | +4.6% | 60,664 | -0.8% | 2.34% | +2.3% |
Q2 2020 | $3,218,000 | +27.3% | 61,159 | +2.0% | 2.29% | +25.9% |
Q1 2020 | $2,527,000 | -27.0% | 59,943 | +4.2% | 1.82% | -17.7% |
Q4 2019 | $3,460,000 | – | 57,523 | – | 2.21% | – |
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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% |