SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -71.4% | 28 | -69.9% | 0.00% | -100.0% |
| Q4 2021 | $7,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 93 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -50.0% | 93 | -31.6% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 136 | -9.9% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -22.2% | 151 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 151 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | – | 151 | – | 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% |