SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $202,000 | -38.8% | 3,832 | -30.2% | 0.05% | -35.1% |
| Q4 2019 | $330,000 | +4.8% | 5,491 | -1.5% | 0.08% | -4.9% |
| Q3 2019 | $315,000 | -15.3% | 5,573 | -14.6% | 0.08% | -19.0% |
| Q2 2019 | $372,000 | +8.8% | 6,523 | +5.5% | 0.10% | +4.2% |
| Q1 2019 | $342,000 | +16.7% | 6,182 | +1.0% | 0.10% | -1.0% |
| Q4 2018 | $293,000 | -16.3% | 6,121 | +1.1% | 0.10% | -6.7% |
| Q3 2018 | $350,000 | -14.8% | 6,054 | -19.2% | 0.10% | -21.2% |
| Q2 2018 | $411,000 | +5.1% | 7,491 | +1.4% | 0.13% | +3.1% |
| Q1 2018 | $391,000 | -1.3% | 7,391 | -0.6% | 0.13% | -5.9% |
| Q4 2017 | $396,000 | +5.6% | 7,433 | -0.7% | 0.14% | -5.6% |
| Q3 2017 | $375,000 | +45.9% | 7,487 | +40.2% | 0.14% | +26.3% |
| Q2 2017 | $257,000 | – | 5,342 | – | 0.11% | – |
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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% |