SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $359,000 | -5.5% | 4,727 | +0.0% | 0.08% | -1.2% |
| Q4 2021 | $380,000 | -2.8% | 4,726 | +0.0% | 0.08% | -1.2% |
| Q3 2021 | $391,000 | -11.9% | 4,725 | -20.8% | 0.08% | -24.3% |
| Q1 2021 | $444,000 | -3.1% | 5,963 | -11.2% | 0.11% | -13.3% |
| Q4 2020 | $458,000 | +16.8% | 6,715 | -4.9% | 0.13% | +0.8% |
| Q3 2020 | $392,000 | -3.7% | 7,061 | -8.8% | 0.13% | -11.8% |
| Q2 2020 | $407,000 | -21.9% | 7,743 | -37.3% | 0.14% | -37.4% |
| Q1 2020 | $521,000 | -45.1% | 12,349 | -21.7% | 0.23% | -30.7% |
| Q4 2019 | $949,000 | +1.9% | 15,772 | -4.2% | 0.33% | -0.9% |
| Q3 2019 | $931,000 | -9.3% | 16,459 | -8.4% | 0.34% | -11.8% |
| Q2 2019 | $1,026,000 | -0.4% | 17,975 | -3.4% | 0.38% | +0.3% |
| Q1 2019 | $1,030,000 | +8.1% | 18,603 | -6.4% | 0.38% | -10.6% |
| Q4 2018 | $953,000 | -5.6% | 19,874 | +13.8% | 0.42% | +6.3% |
| Q3 2018 | $1,010,000 | – | 17,468 | – | 0.40% | – |
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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% |