SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $222,000 | +8.8% | 2,985 | 0.0% | 0.11% | +1.8% |
| Q4 2020 | $204,000 | -27.7% | 2,985 | -36.1% | 0.11% | -45.1% |
| Q4 2019 | $282,000 | +7.6% | 4,670 | 0.0% | 0.20% | -6.4% |
| Q3 2019 | $262,000 | -2.6% | 4,670 | 0.0% | 0.22% | -4.0% |
| Q2 2019 | $269,000 | +3.9% | 4,670 | 0.0% | 0.23% | -9.9% |
| Q1 2019 | $259,000 | +15.6% | 4,670 | 0.0% | 0.25% | +7.2% |
| Q4 2018 | $224,000 | -20.8% | 4,670 | -13.0% | 0.24% | -11.0% |
| Q3 2018 | $283,000 | +10.5% | 5,370 | +15.0% | 0.26% | +11.9% |
| Q2 2018 | $256,000 | +3.6% | 4,670 | 0.0% | 0.24% | -3.7% |
| Q1 2018 | $247,000 | – | 4,670 | – | 0.24% | – |
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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% |