SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 692 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,818,000 | -18.0% | 37,153 | -13.1% | 1.60% | -31.6% |
| Q4 2021 | $3,437,000 | -9.4% | 42,730 | -13.6% | 2.34% | -14.9% |
| Q3 2021 | $3,792,000 | -29.5% | 49,467 | -28.0% | 2.74% | -27.7% |
| Q2 2021 | $5,379,000 | -9.4% | 68,728 | -13.8% | 3.80% | -16.1% |
| Q1 2021 | $5,935,000 | +7.0% | 79,746 | -2.0% | 4.52% | -1.7% |
| Q4 2020 | $5,549,000 | +26.4% | 81,382 | +2.8% | 4.60% | +8.9% |
| Q3 2020 | $4,390,000 | +6.2% | 79,132 | +0.7% | 4.23% | +0.6% |
| Q2 2020 | $4,133,000 | +6.8% | 78,548 | -0.1% | 4.20% | -7.2% |
| Q1 2020 | $3,869,000 | -16.7% | 78,613 | +1.9% | 4.53% | -4.7% |
| Q4 2019 | $4,642,000 | – | 77,181 | – | 4.75% | – |
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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% |