SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 767 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,976,000 | -7.7% | 91,958 | -2.2% | 1.51% | -27.8% |
| Q4 2021 | $7,560,000 | +3.1% | 93,990 | -1.7% | 2.09% | +7.1% |
| Q3 2021 | $7,330,000 | +2.2% | 95,619 | +4.4% | 1.95% | +3.2% |
| Q2 2021 | $7,171,000 | +14.2% | 91,622 | +8.6% | 1.89% | +7.8% |
| Q1 2021 | $6,280,000 | -52.7% | 84,368 | -56.7% | 1.75% | -38.4% |
| Q4 2020 | $13,272,000 | +207.9% | 194,655 | +150.5% | 2.84% | +117.4% |
| Q3 2020 | $4,311,000 | -41.8% | 77,695 | -44.8% | 1.31% | -45.5% |
| Q2 2020 | $7,407,000 | +229.1% | 140,772 | +163.7% | 2.40% | +128.4% |
| Q1 2020 | $2,251,000 | -65.9% | 53,393 | -51.4% | 1.05% | -56.6% |
| Q4 2019 | $6,602,000 | – | 109,753 | – | 2.42% | – |
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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% |