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 | $224,929 | +0.1% | 2,890 | +4.7% | 0.10% | -3.0% |
| Q1 2024 | $224,747 | -1.7% | 2,760 | -9.1% | 0.10% | -9.9% |
| Q4 2023 | $228,596 | +10.0% | 3,035 | -1.1% | 0.11% | +4.7% |
| Q3 2023 | $207,735 | -4.7% | 3,069 | 0.0% | 0.11% | -3.6% |
| Q2 2023 | $218,008 | +4.7% | 3,069 | 0.0% | 0.11% | -3.5% |
| Q1 2023 | $208,238 | -15.8% | 3,069 | -18.6% | 0.11% | -20.3% |
| Q4 2022 | $247,283 | +106948.9% | 3,769 | -1.2% | 0.14% | -2.7% |
| Q3 2022 | $231 | -3.3% | 3,816 | +0.0% | 0.15% | +1.4% |
| Q2 2022 | $239 | -17.3% | 3,815 | 0.0% | 0.14% | -2.7% |
| Q1 2022 | $289 | -5.9% | 3,815 | +0.1% | 0.15% | -2.6% |
| Q4 2021 | $307 | +5.1% | 3,813 | 0.0% | 0.15% | -6.1% |
| Q3 2021 | $292 | -3.3% | 3,813 | -1.3% | 0.16% | -6.3% |
| Q2 2021 | $302 | +5.2% | 3,862 | 0.0% | 0.17% | -4.4% |
| Q1 2021 | $287 | +8.7% | 3,862 | 0.0% | 0.18% | +1.1% |
| Q4 2020 | $264 | +22.8% | 3,862 | +0.0% | 0.18% | +7.1% |
| Q3 2020 | $215 | +5.9% | 3,861 | +0.0% | 0.17% | -4.0% |
| Q2 2020 | $203 | – | 3,860 | – | 0.18% | – |
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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% |