SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $268,000 | +10.7% | 3,527 | +17.0% | 0.01% | +10.0% |
| Q4 2021 | $242,000 | +8.0% | 3,015 | -25.4% | 0.01% | -16.7% |
| Q3 2020 | $224,000 | -49.8% | 4,042 | -52.3% | 0.01% | -52.0% |
| Q2 2020 | $446,000 | +19.9% | 8,468 | -4.1% | 0.02% | -3.8% |
| Q1 2020 | $372,000 | -29.9% | 8,826 | 0.0% | 0.03% | -16.1% |
| Q4 2019 | $531,000 | +17.2% | 8,826 | +10.1% | 0.03% | +10.7% |
| Q3 2019 | $453,000 | -1.5% | 8,017 | 0.0% | 0.03% | -6.7% |
| Q2 2019 | $460,000 | -6.1% | 8,017 | -9.3% | 0.03% | -11.8% |
| Q1 2019 | $490,000 | +0.8% | 8,843 | -12.8% | 0.03% | -8.1% |
| Q4 2018 | $486,000 | +319.0% | 10,142 | +405.6% | 0.04% | +311.1% |
| Q3 2018 | $116,000 | -84.3% | 2,006 | -85.7% | 0.01% | -85.9% |
| Q1 2018 | $741,000 | – | 14,006 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 498,318 | $19,559,000 | 12.67% |
| Brouwer & Janachowski, LLC | 501,958 | $20,113,000 | 10.86% |
| Legacy Wealth Management, Inc | 839,037 | $33,620,000 | 9.43% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 163,411 | $6,548,000 | 8.27% |
| SVA Wealth Management, LLC | 1,152,237 | $46,170,000 | 7.99% |
| Sharkey, Howes & Javer | 262,531 | $10,520,000 | 7.34% |
| Financial Management Professionals, Inc. | 352,400 | $14,120,000 | 7.24% |
| Kernodle & Katon Asset Management Group, LLC | 178,194 | $7,140,000 | 6.84% |
| WealthTrust-Arizona, LLC | 271,170 | $10,865,000 | 6.54% |
| Moisand Fitzgerald Tamayo, LLC | 168,942 | $6,770,000 | 5.82% |