SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,304 | -11.4% | 1,512 | -7.0% | 0.03% | -6.5% |
| Q2 2023 | $115,412 | -13.8% | 1,625 | -17.7% | 0.03% | -16.2% |
| Q1 2023 | $133,940 | +3.6% | 1,974 | +0.2% | 0.04% | 0.0% |
| Q4 2022 | $129,283 | +8.6% | 1,970 | +0.3% | 0.04% | -5.1% |
| Q3 2022 | $119,000 | -3.3% | 1,965 | +0.2% | 0.04% | +2.6% |
| Q2 2022 | $123,000 | -21.2% | 1,961 | -4.6% | 0.04% | -7.3% |
| Q1 2022 | $156,000 | -5.5% | 2,056 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $165,000 | +0.6% | 2,053 | -7.1% | 0.04% | -12.8% |
| Q1 2021 | $164,000 | +34.4% | 2,209 | +0.3% | 0.05% | +11.9% |
| Q3 2020 | $122,000 | -20.3% | 2,203 | -18.4% | 0.04% | -22.2% |
| Q3 2019 | $153,000 | +4.1% | 2,699 | -8.0% | 0.05% | -15.6% |
| Q3 2017 | $147,000 | +4.3% | 2,935 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $141,000 | – | 2,935 | – | 0.06% | – |
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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% |