SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $62,704,000 | +7.1% | 779,610 | +2.1% | 6.47% | -3.3% |
| Q3 2021 | $58,558,000 | +1.4% | 763,860 | +3.5% | 6.69% | +1.1% |
| Q2 2021 | $57,765,000 | +11.6% | 738,026 | +6.2% | 6.61% | +6.1% |
| Q1 2021 | $51,748,000 | +15.9% | 695,251 | +6.1% | 6.23% | +2.1% |
| Q4 2020 | $44,668,000 | +34.5% | 655,144 | +9.5% | 6.10% | +12.7% |
| Q3 2020 | $33,201,000 | +9.9% | 598,435 | +4.3% | 5.41% | +3.6% |
| Q2 2020 | $30,203,000 | +120.8% | 573,989 | +76.9% | 5.23% | +80.8% |
| Q1 2020 | $13,681,000 | +214.2% | 324,505 | +348.3% | 2.89% | +313.0% |
| Q4 2019 | $4,354,000 | +119.9% | 72,389 | +106.7% | 0.70% | +102.9% |
| Q3 2019 | $1,980,000 | – | 35,024 | – | 0.34% | – |
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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% |