SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,373 | -4.5% | 641 | +0.3% | 0.01% | 0.0% |
Q2 2023 | $45,411 | +4.5% | 639 | -0.3% | 0.01% | -41.7% |
Q1 2023 | $43,467 | +90.5% | 641 | +84.2% | 0.01% | +33.3% |
Q4 2022 | $22,818 | +8.7% | 348 | +0.3% | 0.01% | -10.0% |
Q3 2022 | $21,000 | -4.5% | 347 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $22,000 | -15.4% | 347 | +0.3% | 0.01% | 0.0% |
Q1 2022 | $26,000 | -7.1% | 346 | -1.1% | 0.01% | -16.7% |
Q4 2021 | $28,000 | +3.7% | 350 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $27,000 | 0.0% | 350 | +0.3% | 0.01% | 0.0% |
Q2 2021 | $27,000 | +3.8% | 349 | 0.0% | 0.01% | -17.6% |
Q1 2021 | $26,000 | +8.3% | 349 | 0.0% | 0.02% | -5.6% |
Q4 2020 | $24,000 | -36.8% | 349 | -48.7% | 0.02% | -47.1% |
Q3 2020 | $38,000 | -34.5% | 680 | -37.8% | 0.03% | -41.4% |
Q2 2020 | $58,000 | +26.1% | 1,093 | +0.2% | 0.06% | +61.1% |
Q1 2020 | $46,000 | -60.7% | 1,091 | -43.7% | 0.04% | -49.3% |
Q4 2019 | $117,000 | – | 1,938 | – | 0.07% | – |
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% |