SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,081,210 | -9.6% | 39,589 | -5.5% | 1.58% | -10.6% |
| Q1 2024 | $3,409,879 | -4.9% | 41,875 | -12.1% | 1.76% | -11.8% |
| Q4 2023 | $3,586,720 | -38.6% | 47,620 | -44.8% | 2.00% | -44.2% |
| Q3 2023 | $5,839,398 | -5.5% | 86,280 | -0.8% | 3.58% | -3.0% |
| Q2 2023 | $6,180,229 | +11.4% | 87,009 | +6.4% | 3.69% | +6.9% |
| Q1 2023 | $5,549,711 | +5.8% | 81,794 | +2.3% | 3.46% | +0.7% |
| Q4 2022 | $5,244,084 | +17.4% | 79,928 | +8.3% | 3.43% | +6.1% |
| Q3 2022 | $4,468,000 | -1.0% | 73,821 | +2.6% | 3.23% | +4.3% |
| Q2 2022 | $4,512,000 | -12.8% | 71,923 | +5.5% | 3.10% | -3.2% |
| Q1 2022 | $5,172,000 | +0.4% | 68,176 | +6.5% | 3.20% | +0.3% |
| Q4 2021 | $5,151,000 | +6.9% | 64,044 | +1.9% | 3.19% | -10.2% |
| Q3 2021 | $4,819,000 | +2.8% | 62,867 | +5.0% | 3.56% | +63.0% |
| Q2 2021 | $4,688,000 | -1.1% | 59,895 | -6.0% | 2.18% | -16.2% |
| Q1 2021 | $4,742,000 | – | 63,712 | – | 2.60% | – |
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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% |