SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 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 | ||||
---|---|---|---|---|---|---|
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 | 676,643 | $36,045,000 | 21.04% |
Northwest Capital Management Inc | 219,192 | $11,676,000 | 12.80% |
MONEYWISE, INC. | 297,242 | $15,834,000 | 11.85% |
CWH Capital Management, Inc. | 466,856 | $24,869,000 | 11.68% |
Legacy Wealth Management, Inc | 742,058 | $39,529,000 | 9.51% |
Mokosak Advisory Group, LLC | 229,425 | $12,223,000 | 9.47% |
SVA Wealth Management, LLC | 1,500,103 | $79,910,000 | 9.37% |
Denver PWM, LLC | 216,077 | $11,541,000 | 8.72% |
OLD DOMINION CAPITAL MANAGEMENT INC | 164,476 | $8,761,000 | 8.48% |
MCIA Inc | 152,329 | $8,115,000 | 7.83% |