SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 373 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,079,000 | +34.9% | 33,139 | +63.1% | 1.72% | +46.3% |
| Q1 2022 | $1,541,000 | -1.0% | 20,317 | +5.0% | 1.17% | +5.4% |
| Q4 2021 | $1,556,000 | +15.0% | 19,346 | +9.6% | 1.11% | +5.7% |
| Q3 2021 | $1,353,000 | -5.5% | 17,655 | -3.5% | 1.05% | -11.0% |
| Q2 2021 | $1,432,000 | +16.3% | 18,290 | +10.6% | 1.18% | +10.7% |
| Q1 2021 | $1,231,000 | +11.3% | 16,533 | +1.9% | 1.07% | +13.5% |
| Q4 2020 | $1,106,000 | +34.4% | 16,225 | +9.3% | 0.94% | +22.2% |
| Q3 2020 | $823,000 | +75.1% | 14,840 | +66.0% | 0.77% | +63.6% |
| Q2 2020 | $470,000 | -22.6% | 8,938 | -37.9% | 0.47% | -35.8% |
| Q1 2020 | $607,000 | -30.8% | 14,402 | -1.3% | 0.74% | -10.6% |
| Q4 2019 | $877,000 | +5.5% | 14,587 | -0.8% | 0.82% | -11.0% |
| Q3 2019 | $831,000 | +0.8% | 14,705 | +1.9% | 0.92% | +6.3% |
| Q2 2019 | $824,000 | -38.7% | 14,431 | -40.6% | 0.87% | -40.3% |
| Q1 2019 | $1,345,000 | +15.2% | 24,278 | -0.4% | 1.46% | +16.0% |
| Q4 2018 | $1,168,000 | -17.7% | 24,384 | -0.7% | 1.25% | +24.0% |
| Q3 2018 | $1,420,000 | +5.0% | 24,550 | +3.2% | 1.01% | +2.2% |
| Q2 2018 | $1,352,000 | +18.5% | 23,800 | +11.2% | 0.99% | -12.2% |
| Q1 2018 | $1,141,000 | 0.0% | 21,410 | 0.0% | 1.13% | +0.3% |
| Q4 2017 | $1,141,000 | – | 21,410 | – | 1.12% | – |
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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% |