SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $134,101 | -4.4% | 1,723 | 0.0% | 0.06% | -15.2% |
| Q1 2024 | $140,304 | +6.9% | 1,723 | -1.1% | 0.07% | -2.9% |
| Q4 2023 | $131,283 | +11.3% | 1,743 | 0.0% | 0.07% | -5.6% |
| Q3 2023 | $117,966 | -4.7% | 1,743 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $123,805 | -20.4% | 1,743 | -24.0% | 0.07% | -27.7% |
| Q1 2023 | $155,580 | +3.4% | 2,293 | 0.0% | 0.10% | -9.0% |
| Q4 2022 | $150,444 | +8.2% | 2,293 | 0.0% | 0.11% | +2.8% |
| Q3 2022 | $139,000 | -10.9% | 2,293 | -8.0% | 0.11% | +2.9% |
| Q2 2022 | $156,000 | -17.5% | 2,493 | 0.0% | 0.10% | +2.9% |
| Q1 2022 | $189,000 | -6.0% | 2,493 | 0.0% | 0.10% | +37.8% |
| Q4 2021 | $201,000 | -16.6% | 2,493 | -20.7% | 0.07% | -22.9% |
| Q3 2021 | $241,000 | -2.0% | 3,143 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $246,000 | +5.1% | 3,143 | 0.0% | 0.10% | -3.9% |
| Q1 2021 | $234,000 | +9.3% | 3,143 | 0.0% | 0.10% | +10.9% |
| Q4 2020 | $214,000 | +21.6% | 3,143 | -1.0% | 0.09% | +5.7% |
| Q3 2020 | $176,000 | +4.1% | 3,174 | -1.0% | 0.09% | -9.4% |
| Q2 2020 | $169,000 | +25.2% | 3,206 | 0.0% | 0.10% | -16.5% |
| Q1 2020 | $135,000 | -20.6% | 3,206 | +13.6% | 0.12% | -17.9% |
| Q4 2019 | $170,000 | – | 2,821 | – | 0.14% | – |
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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% |