SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.04 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,083,000 | +5.7% | 18,007 | -0.7% | 0.33% | -3.2% |
| Q3 2019 | $1,025,000 | 0.0% | 18,135 | +1.0% | 0.34% | -10.7% |
| Q2 2019 | $1,025,000 | +2.6% | 17,955 | -0.5% | 0.38% | -0.3% |
| Q1 2019 | $999,000 | +15.2% | 18,042 | -0.3% | 0.38% | +0.3% |
| Q4 2018 | $867,000 | -6.5% | 18,088 | +12.8% | 0.38% | +4.9% |
| Q3 2018 | $927,000 | +1.9% | 16,029 | -3.4% | 0.37% | -3.4% |
| Q2 2018 | $910,000 | +4.0% | 16,586 | +0.2% | 0.38% | +3.6% |
| Q1 2018 | $875,000 | -5.3% | 16,547 | -4.7% | 0.37% | -5.4% |
| Q4 2017 | $924,000 | +4.9% | 17,354 | -1.2% | 0.39% | +0.8% |
| Q3 2017 | $881,000 | +3.8% | 17,573 | -0.3% | 0.38% | +2.1% |
| Q2 2017 | $849,000 | +1.7% | 17,624 | -0.1% | 0.38% | +0.5% |
| Q1 2017 | $835,000 | – | 17,637 | – | 0.37% | – |
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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% |