SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $62,033 | +8.8% | 945 | +0.4% | 0.02% | +25.0% |
| Q3 2022 | $57,000 | -3.4% | 941 | +0.5% | 0.01% | -7.7% |
| Q2 2022 | $59,000 | -16.9% | 936 | +0.4% | 0.01% | +18.2% |
| Q1 2022 | $71,000 | -5.3% | 932 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | +5.6% | 929 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | -1.4% | 926 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $72,000 | +2.9% | 923 | -2.2% | 0.01% | 0.0% |
| Q1 2021 | $70,000 | -93.5% | 944 | -95.7% | 0.01% | -96.1% |
| Q1 2020 | $1,083,000 | -65.7% | 22,011 | -57.2% | 0.28% | -68.1% |
| Q4 2019 | $3,154,000 | +4.4% | 51,421 | -3.3% | 0.88% | -16.0% |
| Q3 2019 | $3,020,000 | -3.7% | 53,164 | -3.7% | 1.05% | -20.3% |
| Q2 2019 | $3,137,000 | -4.5% | 55,178 | -3.4% | 1.32% | -5.3% |
| Q1 2019 | $3,286,000 | +51.7% | 57,094 | +45.9% | 1.40% | +24.7% |
| Q4 2018 | $2,166,000 | +19.3% | 39,142 | +12.9% | 1.12% | +10.1% |
| Q3 2018 | $1,816,000 | -9.0% | 34,673 | -4.6% | 1.02% | -12.6% |
| Q2 2018 | $1,995,000 | +8.0% | 36,345 | +4.0% | 1.16% | -3.6% |
| Q1 2018 | $1,848,000 | +27.6% | 34,950 | +28.6% | 1.21% | +29.4% |
| Q4 2017 | $1,448,000 | – | 27,185 | – | 0.93% | – |
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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% |