SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $369,000 | -19.4% | 4,585 | -23.3% | 0.07% | -51.6% |
| Q3 2021 | $458,000 | -10.4% | 5,978 | -8.5% | 0.15% | -8.4% |
| Q2 2021 | $511,000 | +9.4% | 6,534 | +4.1% | 0.17% | -1.8% |
| Q1 2021 | $467,000 | +8.6% | 6,274 | -0.4% | 0.17% | +1.2% |
| Q4 2020 | $430,000 | +28.0% | 6,302 | +4.0% | 0.17% | +9.8% |
| Q3 2020 | $336,000 | +18.7% | 6,060 | +12.8% | 0.15% | +8.5% |
| Q2 2020 | $283,000 | +25.2% | 5,373 | +0.2% | 0.14% | +7.6% |
| Q1 2020 | $226,000 | -29.8% | 5,363 | +0.3% | 0.13% | +56.0% |
| Q4 2019 | $322,000 | +3.2% | 5,348 | -3.1% | 0.08% | -48.8% |
| Q3 2019 | $312,000 | +25.8% | 5,517 | +27.1% | 0.16% | +84.3% |
| Q2 2019 | $248,000 | – | 4,342 | – | 0.09% | – |
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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% |