SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $78,000 | -3.7% | 1,032 | +2.5% | 0.02% | 0.0% |
| Q4 2021 | $81,000 | +5.2% | 1,007 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $77,000 | -18.1% | 1,007 | -15.9% | 0.03% | -21.2% |
| Q2 2021 | $94,000 | -38.2% | 1,197 | -41.4% | 0.03% | -44.1% |
| Q1 2021 | $152,000 | +8.6% | 2,041 | -0.9% | 0.06% | -4.8% |
| Q4 2020 | $140,000 | +22.8% | 2,060 | +0.0% | 0.06% | +8.8% |
| Q3 2020 | $114,000 | +5.6% | 2,059 | +0.0% | 0.06% | -1.7% |
| Q2 2020 | $108,000 | +18.7% | 2,058 | -4.4% | 0.06% | -3.3% |
| Q1 2020 | $91,000 | -29.5% | 2,153 | +0.0% | 0.06% | -17.8% |
| Q4 2019 | $129,000 | -3.0% | 2,152 | -8.7% | 0.07% | -8.8% |
| Q3 2019 | $133,000 | -10.7% | 2,356 | -9.5% | 0.08% | -12.1% |
| Q2 2019 | $149,000 | +3.5% | 2,604 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $144,000 | +33.3% | 2,604 | +16.0% | 0.09% | +17.9% |
| Q4 2018 | $108,000 | -11.5% | 2,244 | 0.0% | 0.08% | -3.7% |
| Q3 2018 | $122,000 | +17.3% | 2,244 | +18.5% | 0.08% | +6.6% |
| Q2 2018 | $104,000 | +5.1% | 1,894 | +1.4% | 0.08% | +1.3% |
| Q1 2018 | $99,000 | – | 1,868 | – | 0.08% | – |
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% |