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 | $1,073,947 | -11.3% | 15,868 | -6.9% | 0.11% | -10.0% |
| Q2 2023 | $1,210,707 | +0.8% | 17,045 | -3.8% | 0.12% | -4.0% |
| Q1 2023 | $1,201,624 | -7.7% | 17,710 | -10.8% | 0.12% | -15.5% |
| Q4 2022 | $1,302,162 | -14.3% | 19,847 | -20.9% | 0.15% | -26.4% |
| Q3 2022 | $1,520,000 | +34.3% | 25,105 | +39.2% | 0.20% | +32.2% |
| Q2 2022 | $1,132,000 | -13.7% | 18,038 | +4.3% | 0.15% | -4.4% |
| Q1 2022 | $1,312,000 | -5.7% | 17,292 | 0.0% | 0.16% | -4.2% |
| Q4 2021 | $1,391,000 | +11.5% | 17,292 | +6.3% | 0.17% | -4.6% |
| Q3 2021 | $1,247,000 | -2.0% | 16,262 | +0.0% | 0.17% | -5.9% |
| Q2 2021 | $1,273,000 | +4.8% | 16,260 | -0.4% | 0.18% | -6.1% |
| Q1 2021 | $1,215,000 | +8.9% | 16,321 | -0.3% | 0.20% | -4.8% |
| Q4 2020 | $1,116,000 | +22.9% | 16,374 | +0.0% | 0.21% | +4.5% |
| Q3 2020 | $908,000 | -4.7% | 16,372 | -9.6% | 0.20% | -6.2% |
| Q2 2020 | $953,000 | +101.9% | 18,105 | +61.7% | 0.21% | +167.1% |
| Q1 2020 | $472,000 | +80.2% | 11,200 | +156.5% | 0.08% | +146.9% |
| Q4 2019 | $262,000 | +1278.9% | 4,366 | +1147.4% | 0.03% | +966.7% |
| Q3 2019 | $19,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | -59.6% | 350 | -65.4% | 0.00% | -76.9% |
| Q4 2018 | $47,000 | – | 1,012 | – | 0.01% | – |
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% |