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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,599 | +7.3% | 44,192 | -0.7% | 0.84% | 0.0% |
| Q4 2023 | $3,353 | +28.3% | 44,514 | +15.2% | 0.84% | +21.9% |
| Q3 2023 | $2,614 | -0.2% | 38,628 | +0.1% | 0.69% | +19.7% |
| Q1 2023 | $2,619 | +2.6% | 38,604 | -0.8% | 0.57% | -6.7% |
| Q4 2022 | $2,553 | -99.9% | 38,916 | +0.0% | 0.61% | -5.1% |
| Q3 2022 | $2,355,000 | +78.4% | 38,901 | +84.9% | 0.65% | +79.7% |
| Q2 2022 | $1,320,000 | -15.1% | 21,038 | +2.7% | 0.36% | -9.1% |
| Q1 2022 | $1,554,000 | -4.7% | 20,491 | +1.1% | 0.40% | -9.4% |
| Q4 2021 | $1,630,000 | +3.0% | 20,269 | +0.3% | 0.44% | -19.8% |
| Q2 2021 | $1,582,000 | +3.8% | 20,208 | +0.1% | 0.54% | -2.2% |
| Q1 2021 | $1,524,000 | +10.0% | 20,181 | -0.7% | 0.56% | -10.7% |
| Q4 2020 | $1,385,000 | +23.2% | 20,316 | +0.3% | 0.62% | +4.3% |
| Q3 2020 | $1,124,000 | +5.7% | 20,261 | +0.2% | 0.60% | -3.2% |
| Q2 2020 | $1,063,000 | +124.7% | 20,211 | +80.3% | 0.62% | +88.4% |
| Q1 2020 | $473,000 | – | 11,210 | – | 0.33% | – |
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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% |