SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,677 | -4.3% | 5,891 | +0.4% | 0.45% | 0.0% |
| Q2 2023 | $416,803 | +3.4% | 5,868 | -1.2% | 0.45% | -74.3% |
| Q1 2023 | $403,169 | +105441.6% | 5,942 | +2.1% | 1.74% | -9.9% |
| Q4 2022 | $382 | -99.9% | 5,822 | +0.5% | 1.93% | +23.7% |
| Q3 2022 | $351,000 | -3.3% | 5,793 | 0.0% | 1.56% | +179.2% |
| Q2 2022 | $363,000 | -17.3% | 5,793 | 0.0% | 0.56% | +64.4% |
| Q1 2022 | $439,000 | -5.8% | 5,793 | 0.0% | 0.34% | +13.0% |
| Q4 2021 | $466,000 | +5.0% | 5,793 | 0.0% | 0.30% | -4.7% |
| Q3 2021 | $444,000 | -2.0% | 5,793 | 0.0% | 0.32% | -0.6% |
| Q2 2021 | $453,000 | +5.1% | 5,793 | 0.0% | 0.32% | +0.3% |
| Q1 2021 | $431,000 | +9.1% | 5,793 | 0.0% | 0.32% | -16.1% |
| Q4 2020 | $395,000 | +23.1% | 5,793 | 0.0% | 0.38% | -9.8% |
| Q3 2020 | $321,000 | +5.2% | 5,793 | 0.0% | 0.42% | -23.0% |
| Q2 2020 | $305,000 | +25.0% | 5,793 | 0.0% | 0.54% | -44.4% |
| Q1 2020 | $244,000 | -29.9% | 5,793 | 0.0% | 0.98% | +236.4% |
| Q4 2019 | $348,000 | +18.4% | 5,793 | +11.3% | 0.29% | -11.0% |
| Q3 2019 | $294,000 | +6.1% | 5,204 | +7.3% | 0.33% | +6.5% |
| Q2 2019 | $277,000 | +3.0% | 4,851 | 0.0% | 0.31% | +26.9% |
| Q1 2019 | $269,000 | +15.5% | 4,851 | 0.0% | 0.24% | -19.6% |
| Q4 2018 | $233,000 | – | 4,851 | – | 0.30% | – |
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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% |