SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,156 | +4.9% | 5,617 | +10.1% | 0.04% | +12.9% |
| Q2 2023 | $362,335 | +2.0% | 5,101 | -2.6% | 0.03% | -3.1% |
| Q1 2023 | $355,328 | +20.7% | 5,237 | +16.7% | 0.03% | +10.3% |
| Q4 2022 | $294,325 | +15.9% | 4,486 | +6.8% | 0.03% | +16.0% |
| Q3 2022 | $254,000 | +2.0% | 4,199 | +5.8% | 0.02% | +4.2% |
| Q2 2022 | $249,000 | -88.4% | 3,969 | -85.9% | 0.02% | -82.1% |
| Q1 2022 | $2,142,000 | -52.8% | 28,242 | -49.9% | 0.13% | -52.0% |
| Q4 2021 | $4,537,000 | -0.9% | 56,406 | -5.6% | 0.28% | -12.5% |
| Q3 2021 | $4,580,000 | -4.3% | 59,748 | -2.2% | 0.32% | +0.6% |
| Q2 2021 | $4,784,000 | +4.8% | 61,115 | -0.4% | 0.32% | -2.5% |
| Q1 2021 | $4,567,000 | +17.9% | 61,359 | +8.0% | 0.32% | +3.8% |
| Q4 2020 | $3,875,000 | +56.4% | 56,828 | +27.2% | 0.31% | +47.6% |
| Q3 2020 | $2,478,000 | +11.6% | 44,660 | +5.8% | 0.21% | +18.4% |
| Q2 2020 | $2,221,000 | +146.0% | 42,208 | +97.1% | 0.18% | +115.7% |
| Q1 2020 | $903,000 | -29.2% | 21,412 | +1.0% | 0.08% | -23.1% |
| Q4 2019 | $1,275,000 | +3.2% | 21,199 | -3.0% | 0.11% | -5.3% |
| Q3 2019 | $1,236,000 | -0.9% | 21,852 | +0.1% | 0.11% | -17.4% |
| Q2 2019 | $1,247,000 | +11.8% | 21,835 | +8.5% | 0.14% | +1.5% |
| Q1 2019 | $1,115,000 | +13.4% | 20,127 | -1.9% | 0.14% | 0.0% |
| Q4 2018 | $983,000 | -32.1% | 20,507 | -18.0% | 0.14% | -25.3% |
| Q3 2018 | $1,447,000 | -6.2% | 25,018 | -11.0% | 0.18% | -12.9% |
| Q2 2018 | $1,543,000 | -12.0% | 28,107 | -15.3% | 0.21% | -13.6% |
| Q1 2018 | $1,754,000 | -8.2% | 33,165 | -7.5% | 0.24% | -16.6% |
| Q4 2017 | $1,910,000 | – | 35,852 | – | 0.29% | – |
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% |