SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 373 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,789 | -26.3% | 4,134 | -22.6% | 0.03% | -18.8% |
| Q2 2023 | $379,513 | +1.4% | 5,343 | -3.2% | 0.03% | -3.0% |
| Q1 2023 | $374,396 | +0.0% | 5,518 | -0.8% | 0.03% | -2.9% |
| Q4 2022 | $374,346 | +1.4% | 5,564 | -8.6% | 0.03% | -10.5% |
| Q3 2022 | $369,000 | -3.9% | 6,089 | -0.5% | 0.04% | +2.7% |
| Q2 2022 | $384,000 | -17.4% | 6,119 | -0.2% | 0.04% | -9.8% |
| Q1 2022 | $465,000 | -5.5% | 6,134 | +0.2% | 0.04% | +2.5% |
| Q4 2021 | $492,000 | +4.9% | 6,121 | +0.0% | 0.04% | 0.0% |
| Q3 2021 | $469,000 | -2.1% | 6,119 | +0.1% | 0.04% | +14.3% |
| Q2 2021 | $479,000 | +0.8% | 6,115 | -2.2% | 0.04% | +6.1% |
| Q1 2021 | $475,000 | +9.2% | 6,250 | -2.1% | 0.03% | +3.1% |
| Q4 2020 | $435,000 | +14.8% | 6,384 | -0.3% | 0.03% | +14.3% |
| Q3 2020 | $379,000 | +8.0% | 6,405 | -4.0% | 0.03% | 0.0% |
| Q2 2020 | $351,000 | -0.6% | 6,674 | -2.1% | 0.03% | -3.4% |
| Q1 2020 | $353,000 | -14.5% | 6,819 | -0.6% | 0.03% | -9.4% |
| Q4 2019 | $413,000 | +5.6% | 6,861 | -0.7% | 0.03% | +3.2% |
| Q3 2019 | $391,000 | -3.7% | 6,911 | -6.9% | 0.03% | -13.9% |
| Q2 2019 | $406,000 | -29.6% | 7,421 | -28.7% | 0.04% | -18.2% |
| Q1 2019 | $577,000 | +11.8% | 10,414 | -3.3% | 0.04% | +4.8% |
| Q4 2018 | $516,000 | -8.5% | 10,769 | +10.5% | 0.04% | 0.0% |
| Q3 2018 | $564,000 | -3.4% | 9,745 | -8.5% | 0.04% | -6.7% |
| Q2 2018 | $584,000 | +4.8% | 10,648 | +1.1% | 0.04% | 0.0% |
| Q1 2018 | $557,000 | -6.1% | 10,527 | -5.4% | 0.04% | -2.2% |
| Q4 2017 | $593,000 | – | 11,127 | – | 0.05% | – |
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% |