SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 692 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $493,635 | -67.7% | 6,342 | -66.2% | 0.02% | -39.3% |
| Q1 2024 | $1,529,436 | +8.2% | 18,782 | -1.6% | 0.03% | -40.4% |
| Q4 2023 | $1,413,106 | +10.7% | 19,086 | +1.2% | 0.05% | -4.1% |
| Q3 2023 | $1,276,144 | -6.5% | 18,856 | -1.8% | 0.05% | -2.0% |
| Q2 2023 | $1,364,398 | +5.0% | 19,209 | +0.3% | 0.05% | -2.0% |
| Q1 2023 | $1,299,520 | +369081.8% | 19,153 | +256.9% | 0.05% | +155.0% |
| Q4 2022 | $352 | -99.9% | 5,367 | +0.3% | 0.02% | 0.0% |
| Q3 2022 | $324,000 | -42.9% | 5,350 | -40.8% | 0.02% | -13.0% |
| Q2 2022 | $567,000 | -68.8% | 9,034 | -62.3% | 0.02% | -53.1% |
| Q1 2022 | $1,817,000 | -3.0% | 23,949 | +2.8% | 0.05% | +16.7% |
| Q4 2021 | $1,873,000 | +4.5% | 23,292 | -0.4% | 0.04% | -10.6% |
| Q3 2021 | $1,792,000 | -0.7% | 23,381 | +1.4% | 0.05% | -4.1% |
| Q2 2021 | $1,805,000 | -2.4% | 23,059 | -8.5% | 0.05% | 0.0% |
| Q1 2021 | $1,849,000 | – | 25,193 | – | 0.05% | – |
Download | ||||||
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% |