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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $981,428 | -5.4% | 14,501 | -0.7% | 0.03% | -3.6% |
Q2 2023 | $1,037,109 | +4.7% | 14,601 | 0.0% | 0.03% | -12.5% |
Q1 2023 | $990,678 | -0.9% | 14,601 | -4.2% | 0.03% | -11.1% |
Q4 2022 | $999,896 | +1.7% | 15,240 | -6.2% | 0.04% | -5.3% |
Q3 2022 | $983,000 | -4.3% | 16,240 | -0.8% | 0.04% | 0.0% |
Q2 2022 | $1,027,000 | -19.1% | 16,370 | -2.2% | 0.04% | -5.0% |
Q1 2022 | $1,269,000 | -5.7% | 16,731 | -0.0% | 0.04% | -2.4% |
Q4 2021 | $1,346,000 | +0.4% | 16,736 | -4.3% | 0.04% | -10.9% |
Q3 2021 | $1,341,000 | -3.7% | 17,497 | -1.6% | 0.05% | -4.2% |
Q2 2021 | $1,392,000 | -7.3% | 17,790 | -11.8% | 0.05% | -27.3% |
Q1 2021 | $1,501,000 | -46.8% | 20,171 | -51.3% | 0.07% | 0.0% |
Q4 2020 | $2,824,000 | +135.1% | 41,412 | +91.3% | 0.07% | 0.0% |
Q3 2020 | $1,201,000 | -54.2% | 21,646 | -56.6% | 0.07% | -15.4% |
Q2 2020 | $2,624,000 | +3.6% | 49,866 | -17.0% | 0.08% | -18.8% |
Q1 2020 | $2,534,000 | +13.6% | 60,106 | +62.0% | 0.10% | -29.9% |
Q4 2019 | $2,231,000 | +1.1% | 37,093 | -5.0% | 0.14% | -11.6% |
Q3 2019 | $2,207,000 | -58.6% | 39,039 | -58.2% | 0.16% | -63.9% |
Q2 2019 | $5,332,000 | -60.1% | 93,399 | -61.3% | 0.43% | -23.5% |
Q1 2019 | $13,370,000 | +26.9% | 241,386 | +9.8% | 0.56% | -1.9% |
Q4 2018 | $10,534,000 | -26.8% | 219,772 | -11.7% | 0.57% | -13.2% |
Q3 2018 | $14,398,000 | +141.5% | 248,934 | +129.1% | 0.66% | +14.2% |
Q2 2018 | $5,963,000 | +38.9% | 108,640 | +33.9% | 0.58% | +47.2% |
Q1 2018 | $4,292,000 | +6.3% | 81,164 | +7.1% | 0.39% | +111.9% |
Q4 2017 | $4,038,000 | +55.2% | 75,816 | +46.0% | 0.18% | +49.2% |
Q3 2017 | $2,602,000 | – | 51,930 | – | 0.12% | – |
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% |