SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,501 | -28.1% | 3,849 | -24.5% | 0.06% | -26.9% |
| Q2 2023 | $362,111 | -2.8% | 5,098 | -7.1% | 0.08% | -6.0% |
| Q1 2023 | $372,429 | +2.3% | 5,489 | -1.0% | 0.08% | -1.2% |
| Q4 2022 | $363,939 | +1.4% | 5,547 | -6.6% | 0.08% | -13.4% |
| Q3 2022 | $359,000 | -10.9% | 5,938 | -7.7% | 0.10% | -5.8% |
| Q2 2022 | $403,000 | -19.6% | 6,431 | -2.7% | 0.10% | -1.0% |
| Q1 2022 | $501,000 | -18.1% | 6,607 | -13.1% | 0.10% | -16.8% |
| Q4 2021 | $612,000 | -14.8% | 7,604 | -18.8% | 0.12% | -21.9% |
| Q3 2021 | $718,000 | -40.2% | 9,365 | -38.9% | 0.16% | -44.3% |
| Q2 2021 | $1,200,000 | -12.2% | 15,337 | -16.5% | 0.29% | -24.7% |
| Q1 2021 | $1,367,000 | -24.3% | 18,367 | -30.6% | 0.38% | -31.2% |
| Q4 2020 | $1,805,000 | -4.9% | 26,473 | -22.6% | 0.55% | -19.9% |
| Q3 2020 | $1,898,000 | -11.2% | 34,208 | -15.8% | 0.69% | -13.6% |
| Q2 2020 | $2,137,000 | +24.8% | 40,608 | 0.0% | 0.80% | +5.5% |
| Q1 2020 | $1,712,000 | -32.7% | 40,608 | -3.9% | 0.76% | -15.9% |
| Q4 2019 | $2,542,000 | +5.5% | 42,266 | -0.8% | 0.90% | -2.2% |
| Q3 2019 | $2,409,000 | +4.0% | 42,607 | +5.0% | 0.92% | -2.4% |
| Q2 2019 | $2,317,000 | -5.7% | 40,593 | -8.5% | 0.95% | -11.9% |
| Q1 2019 | $2,457,000 | +12.4% | 44,351 | -2.7% | 1.07% | +2.9% |
| Q4 2018 | $2,185,000 | -16.7% | 45,590 | +0.5% | 1.04% | -7.7% |
| Q3 2018 | $2,624,000 | +4.5% | 45,371 | -0.8% | 1.13% | -1.6% |
| Q2 2018 | $2,511,000 | +5.9% | 45,753 | +2.0% | 1.15% | +5.9% |
| Q1 2018 | $2,371,000 | -5.8% | 44,838 | -5.1% | 1.08% | -4.1% |
| Q4 2017 | $2,517,000 | +9.1% | 47,254 | +2.6% | 1.13% | +2.5% |
| Q3 2017 | $2,307,000 | +22.1% | 46,039 | +15.3% | 1.10% | +2.7% |
| Q1 2017 | $1,889,000 | +9.1% | 39,916 | +4.0% | 1.07% | +2.0% |
| Q4 2016 | $1,732,000 | +4.3% | 38,365 | +0.6% | 1.05% | +2.4% |
| Q3 2016 | $1,660,000 | +1.2% | 38,140 | -2.3% | 1.03% | -19.9% |
| Q2 2016 | $1,640,000 | +5.1% | 39,036 | +1.5% | 1.28% | +3.6% |
| Q1 2016 | $1,560,000 | +1.3% | 38,441 | -0.0% | 1.24% | -0.6% |
| Q4 2015 | $1,540,000 | +3.8% | 38,445 | +0.9% | 1.25% | -2.6% |
| Q3 2015 | $1,483,000 | -4.3% | 38,116 | +4.8% | 1.28% | -3.0% |
| Q2 2015 | $1,550,000 | +3.2% | 36,363 | +4.5% | 1.32% | +2.8% |
| Q1 2015 | $1,502,000 | +16.5% | 34,799 | +9.8% | 1.28% | +16.4% |
| Q4 2014 | $1,289,000 | – | 31,689 | – | 1.10% | – |
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% |