SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,297,628 | -4.7% | 19,173 | 0.0% | 0.24% | -2.8% |
| Q2 2023 | $1,361,858 | +78.4% | 19,173 | +70.4% | 0.25% | +64.1% |
| Q1 2023 | $763,516 | -40.5% | 11,253 | -42.4% | 0.15% | -44.0% |
| Q4 2022 | $1,282,478 | +12.9% | 19,547 | +17.4% | 0.27% | -15.5% |
| Q3 2022 | $1,136,000 | -59.2% | 16,655 | -62.5% | 0.32% | -46.3% |
| Q2 2022 | $2,787,000 | -2.4% | 44,420 | +18.0% | 0.60% | -1.6% |
| Q1 2022 | $2,856,000 | +14.5% | 37,650 | +21.3% | 0.61% | +16.1% |
| Q4 2021 | $2,495,000 | +4.9% | 31,028 | 0.0% | 0.53% | -15.9% |
| Q3 2021 | $2,378,000 | -2.1% | 31,028 | 0.0% | 0.63% | +4.2% |
| Q2 2021 | $2,429,000 | +95.9% | 31,028 | +86.3% | 0.60% | +96.7% |
| Q1 2021 | $1,240,000 | +9.2% | 16,655 | 0.0% | 0.31% | -6.7% |
| Q4 2020 | $1,136,000 | +22.9% | 16,655 | 0.0% | 0.33% | +10.8% |
| Q3 2020 | $924,000 | +5.5% | 16,655 | 0.0% | 0.30% | +13.0% |
| Q2 2020 | $876,000 | – | 16,655 | – | 0.26% | – |
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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% |