SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,063,794 | -3.4% | 15,718 | +1.4% | 0.00% | – |
| Q2 2023 | $1,100,965 | +12.4% | 15,500 | +7.4% | 0.00% | – |
| Q1 2023 | $979,279 | +5.5% | 14,433 | +2.0% | 0.00% | – |
| Q4 2022 | $927,988 | -69.1% | 14,144 | -71.5% | 0.00% | -100.0% |
| Q3 2022 | $3,007,000 | -0.3% | 49,685 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $3,016,000 | -23.7% | 48,075 | -7.7% | 0.00% | -50.0% |
| Q1 2022 | $3,952,000 | -80.2% | 52,093 | -79.0% | 0.00% | -71.4% |
| Q4 2021 | $19,944,000 | +4.9% | 247,968 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $19,009,000 | +33.3% | 247,968 | +36.1% | 0.01% | +16.7% |
| Q2 2021 | $14,261,000 | +45.9% | 182,200 | +38.8% | 0.01% | +50.0% |
| Q1 2021 | $9,773,000 | +2541.4% | 131,302 | +2319.0% | 0.00% | – |
| Q4 2020 | $370,000 | +22.9% | 5,428 | 0.0% | 0.00% | – |
| Q3 2020 | $301,000 | +5.2% | 5,428 | 0.0% | 0.00% | – |
| Q2 2020 | $286,000 | +24.9% | 5,428 | 0.0% | 0.00% | – |
| Q1 2020 | $229,000 | +231.9% | 5,428 | +237.8% | 0.00% | – |
| Q1 2015 | $69,000 | – | 1,607 | – | 0.00% | – |
Download | ||||||
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% |