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 | $204,000 | -30.6% | 2,686 | -26.5% | 0.14% | -30.7% |
| Q4 2021 | $294,000 | +5.0% | 3,653 | +0.1% | 0.20% | -2.0% |
| Q3 2021 | $280,000 | -1.8% | 3,649 | +0.1% | 0.20% | +11.5% |
| Q2 2021 | $285,000 | +5.2% | 3,645 | +0.1% | 0.18% | +3.4% |
| Q1 2021 | $271,000 | +4.2% | 3,642 | -4.7% | 0.18% | -3.8% |
| Q4 2020 | $260,000 | -27.4% | 3,820 | -40.7% | 0.18% | -23.1% |
| Q3 2020 | $358,000 | -15.6% | 6,446 | -20.1% | 0.24% | -20.4% |
| Q2 2020 | $424,000 | +17.8% | 8,065 | -5.5% | 0.30% | +3.5% |
| Q1 2020 | $360,000 | -32.7% | 8,531 | -4.0% | 0.29% | -24.5% |
| Q4 2019 | $535,000 | -49.2% | 8,887 | -52.3% | 0.38% | -45.8% |
| Q3 2019 | $1,053,000 | -1.4% | 18,624 | -0.4% | 0.71% | -1.4% |
| Q2 2019 | $1,068,000 | +3.8% | 18,705 | +0.7% | 0.72% | -17.7% |
| Q1 2019 | $1,029,000 | -37.4% | 18,575 | -45.9% | 0.87% | -39.7% |
| Q4 2018 | $1,644,000 | – | 34,310 | – | 1.44% | – |
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% |