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 | $21,523 | +1.7% | 318 | +6.7% | 0.00% | 0.0% |
Q2 2023 | $21,167 | +4.0% | 298 | -0.7% | 0.00% | 0.0% |
Q1 2023 | $20,355 | -66.1% | 300 | -67.2% | 0.00% | -50.0% |
Q4 2022 | $59,967 | +9.0% | 914 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $55,000 | -54.5% | 914 | -53.0% | 0.00% | -50.0% |
Q2 2022 | $121,000 | +101.7% | 1,943 | +145.3% | 0.00% | +33.3% |
Q1 2022 | $60,000 | -41.2% | 792 | -37.8% | 0.00% | 0.0% |
Q4 2021 | $102,000 | -23.3% | 1,274 | -26.8% | 0.00% | -25.0% |
Q3 2021 | $133,000 | -1.5% | 1,740 | 0.0% | 0.00% | -42.9% |
Q2 2021 | $135,000 | +4.7% | 1,740 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $129,000 | +18.3% | 1,740 | +8.4% | 0.01% | 0.0% |
Q4 2020 | $109,000 | +75.8% | 1,605 | +43.3% | 0.01% | +40.0% |
Q3 2020 | $62,000 | +5.1% | 1,120 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $59,000 | +25.5% | 1,120 | 0.0% | 0.01% | +25.0% |
Q1 2020 | $47,000 | -23.0% | 1,120 | +9.8% | 0.00% | 0.0% |
Q4 2019 | $61,000 | -4.7% | 1,020 | -10.4% | 0.00% | -20.0% |
Q3 2019 | $64,000 | +10.3% | 1,138 | +11.6% | 0.01% | +25.0% |
Q2 2019 | $58,000 | -17.1% | 1,020 | -19.7% | 0.00% | -33.3% |
Q1 2019 | $70,000 | +34.6% | 1,271 | +16.5% | 0.01% | +20.0% |
Q4 2018 | $52,000 | -16.1% | 1,091 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $62,000 | +195.2% | 1,091 | +190.9% | 0.01% | +150.0% |
Q2 2018 | $21,000 | +162.5% | 375 | +87.5% | 0.00% | +100.0% |
Q4 2014 | $8,000 | – | 200 | – | 0.00% | – |
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% |