SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,023,099 | -11.1% | 25,994 | -7.5% | 0.55% | -14.8% |
| Q1 2024 | $2,276,257 | +6.5% | 28,116 | -0.9% | 0.64% | -2.7% |
| Q4 2023 | $2,137,208 | +2.1% | 28,375 | -8.2% | 0.66% | -10.3% |
| Q3 2023 | $2,092,936 | -5.7% | 30,924 | -1.1% | 0.74% | -4.8% |
| Q2 2023 | $2,220,540 | +8.3% | 31,262 | +3.4% | 0.78% | +2.5% |
| Q1 2023 | $2,050,766 | +1.1% | 30,225 | -2.2% | 0.76% | -6.3% |
| Q4 2022 | $2,027,743 | +108.0% | 30,906 | +91.9% | 0.81% | +71.0% |
| Q3 2022 | $975,000 | -0.1% | 16,109 | +3.6% | 0.47% | +0.9% |
| Q2 2022 | $976,000 | -27.3% | 15,556 | -12.1% | 0.47% | -29.4% |
| Q1 2022 | $1,343,000 | +4.3% | 17,701 | +10.6% | 0.66% | +1.4% |
| Q4 2021 | $1,288,000 | +203.1% | 16,008 | +188.6% | 0.65% | +148.7% |
| Q3 2021 | $425,000 | -2.1% | 5,546 | 0.0% | 0.26% | -4.7% |
| Q2 2021 | $434,000 | +1.9% | 5,546 | -3.1% | 0.28% | -7.1% |
| Q1 2021 | $426,000 | +9.2% | 5,724 | 0.0% | 0.30% | +1.0% |
| Q4 2020 | $390,000 | +22.6% | 5,724 | 0.0% | 0.29% | +9.3% |
| Q3 2020 | $318,000 | +4.6% | 5,724 | -0.8% | 0.27% | -2.2% |
| Q2 2020 | $304,000 | -34.5% | 5,771 | -47.6% | 0.28% | -43.9% |
| Q1 2020 | $464,000 | -21.6% | 11,017 | +11.9% | 0.49% | -5.2% |
| Q4 2019 | $592,000 | – | 9,844 | – | 0.52% | – |
Download | ||||||
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% |