SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $57,000 | +18.8% | 759 | -17.2% | 0.02% | -6.2% |
| Q2 2020 | $48,000 | +26.3% | 917 | +2.2% | 0.02% | +6.7% |
| Q1 2020 | $38,000 | -28.3% | 897 | +2.3% | 0.02% | -11.8% |
| Q4 2019 | $53,000 | +8.2% | 877 | +1.0% | 0.02% | 0.0% |
| Q3 2019 | $49,000 | +2.1% | 868 | +2.5% | 0.02% | -5.6% |
| Q2 2019 | $48,000 | -45.5% | 847 | -46.6% | 0.02% | -51.4% |
| Q1 2019 | $88,000 | +39.7% | 1,587 | +21.6% | 0.04% | +12.1% |
| Q4 2018 | $63,000 | -14.9% | 1,305 | +1.9% | 0.03% | -2.9% |
| Q3 2018 | $74,000 | +27.6% | 1,281 | +20.4% | 0.03% | +6.2% |
| Q2 2018 | $58,000 | +70.6% | 1,064 | +61.7% | 0.03% | +60.0% |
| Q1 2018 | $34,000 | -42.4% | 658 | -98.9% | 0.02% | -52.4% |
| Q4 2017 | $59,000 | – | 59,838 | – | 0.04% | – |
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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% |