SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $671,539 | -10.3% | 9,922 | -5.9% | 0.19% | -12.8% |
| Q2 2023 | $749,013 | +4.8% | 10,545 | +0.1% | 0.22% | +6.3% |
| Q1 2023 | $714,671 | +104384.1% | 10,533 | +1.0% | 0.21% | -6.8% |
| Q4 2022 | $684 | -99.9% | 10,428 | +0.3% | 0.22% | +0.9% |
| Q3 2022 | $629,000 | -4.3% | 10,393 | -0.7% | 0.22% | +3.3% |
| Q2 2022 | $657,000 | -17.6% | 10,470 | -0.3% | 0.21% | -4.1% |
| Q1 2022 | $797,000 | -3.4% | 10,501 | +2.4% | 0.22% | -4.3% |
| Q4 2021 | $825,000 | +1.0% | 10,258 | -3.7% | 0.23% | -7.2% |
| Q3 2021 | $817,000 | -0.5% | 10,654 | +1.5% | 0.25% | -0.4% |
| Q2 2021 | $821,000 | +2.4% | 10,494 | -2.7% | 0.25% | -3.5% |
| Q1 2021 | $802,000 | +4.0% | 10,780 | -4.7% | 0.26% | -4.1% |
| Q4 2020 | $771,000 | +15.9% | 11,308 | -5.6% | 0.27% | +0.7% |
| Q3 2020 | $665,000 | +3.1% | 11,981 | -2.3% | 0.27% | +33.3% |
| Q2 2020 | $645,000 | +17.9% | 12,264 | -5.5% | 0.20% | -16.9% |
| Q1 2020 | $547,000 | -27.1% | 12,981 | +4.1% | 0.24% | -20.1% |
| Q4 2019 | $750,000 | +15.9% | 12,473 | +7.3% | 0.30% | -17.9% |
| Q3 2019 | $647,000 | +22.3% | 11,622 | +25.4% | 0.37% | +16.0% |
| Q2 2019 | $529,000 | +10.7% | 9,268 | +7.3% | 0.32% | -2.8% |
| Q1 2019 | $478,000 | +32.8% | 8,641 | +14.9% | 0.33% | +3.2% |
| Q4 2018 | $360,000 | – | 7,519 | – | 0.32% | – |
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% |