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 | $22,402 | -4.7% | 331 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,511 | +4.7% | 331 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,458 | +3.4% | 331 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $21,717 | +8.6% | 331 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -20.0% | 331 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $25,000 | -13.8% | 331 | -9.3% | 0.01% | -10.0% |
| Q4 2021 | $29,000 | +3.6% | 365 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $28,000 | +86.7% | 365 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | -31.8% | 365 | 0.0% | 0.01% | -31.2% |
| Q4 2019 | $22,000 | – | 365 | – | 0.02% | – |
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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% |