SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $36,676 | -14.7% | 559 | -21.2% | 0.01% | -9.1% |
| Q3 2022 | $43,000 | -2.3% | 709 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $44,000 | -18.5% | 709 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $54,000 | -5.3% | 709 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $57,000 | +5.6% | 709 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $54,000 | -1.8% | 709 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $55,000 | +3.8% | 709 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +10.4% | 709 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $48,000 | +23.1% | 709 | 0.0% | 0.01% | +9.1% |
| Q3 2020 | $39,000 | +5.4% | 709 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $37,000 | +23.3% | 709 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $30,000 | -30.2% | 709 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $43,000 | +7.5% | 709 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $40,000 | 0.0% | 709 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | +2.6% | 709 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $39,000 | -36.1% | 709 | -44.0% | 0.01% | -42.9% |
| Q4 2018 | $61,000 | -16.4% | 1,267 | 0.0% | 0.02% | -19.2% |
| Q3 2018 | $73,000 | +4.3% | 1,267 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $70,000 | +4.5% | 1,267 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $67,000 | 0.0% | 1,267 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $67,000 | +6.3% | 1,267 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $63,000 | +3.3% | 1,267 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $61,000 | +1.7% | 1,267 | 0.0% | 0.03% | -7.1% |
| Q1 2017 | $60,000 | +757.1% | 1,267 | +744.7% | 0.03% | +833.3% |
| Q4 2016 | $7,000 | – | 150 | – | 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% |