SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $10,000 | -28.6% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | -12.5% | 240 | -12.7% | 0.00% | -50.0% |
| Q3 2019 | $16,000 | +6.7% | 275 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -18.8% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | -11.8% | 275 | -20.3% | 0.00% | 0.0% |
| Q3 2017 | $17,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $17,000 | +6.2% | 345 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | +6.7% | 345 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $15,000 | -11.8% | 345 | -12.7% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +6.2% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | 0.0% | 395 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $15,000 | -11.8% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | 0.0% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | +6.2% | 395 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $15,000 | -6.2% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $15,000 | – | 395 | – | 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% |