SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 544 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $278,000 | -13.7% | 3,550 | -42.0% | 0.00% | – |
| Q2 2020 | $322,000 | +2827.3% | 6,122 | +2991.9% | 0.00% | – |
| Q2 2019 | $11,000 | -94.8% | 198 | -94.6% | 0.00% | – |
| Q3 2018 | $213,000 | +71.8% | 3,688 | +63.9% | 0.00% | – |
| Q2 2018 | $124,000 | +87.9% | 2,250 | +78.9% | 0.00% | – |
| Q1 2018 | $66,000 | – | 1,258 | – | 0.00% | – |
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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% |