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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,966,000 | -6.6% | 34,777 | -5.7% | 1.04% | -13.2% |
| Q2 2019 | $2,105,000 | -4.1% | 36,871 | -7.0% | 1.20% | -7.6% |
| Q1 2019 | $2,196,000 | +1.9% | 39,654 | -11.8% | 1.29% | -16.4% |
| Q4 2018 | $2,155,000 | -23.7% | 44,966 | -7.9% | 1.55% | -13.2% |
| Q3 2018 | $2,825,000 | +1.8% | 48,834 | -3.4% | 1.78% | -15.4% |
| Q2 2018 | $2,776,000 | +17250.0% | 50,578 | +16163.0% | 2.11% | +16107.7% |
| Q1 2018 | $16,000 | -5.9% | 311 | 0.0% | 0.01% | -18.8% |
| Q4 2017 | $17,000 | – | 311 | – | 0.02% | – |
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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% |