SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,040,535 | -22.2% | 44,925 | -18.4% | 1.54% | -17.5% |
| Q2 2023 | $3,910,589 | +9.2% | 55,055 | +4.3% | 1.86% | -0.6% |
| Q1 2023 | $3,581,916 | +4.8% | 52,792 | +1.3% | 1.87% | -0.8% |
| Q4 2022 | $3,419,394 | +117.1% | 52,117 | +100.3% | 1.89% | +101.4% |
| Q3 2022 | $1,575,000 | +501.1% | 26,025 | +523.2% | 0.94% | +542.5% |
| Q2 2022 | $262,000 | -22.9% | 4,176 | -6.9% | 0.15% | -16.1% |
| Q1 2022 | $340,000 | -11.5% | 4,485 | -6.1% | 0.17% | -6.5% |
| Q4 2021 | $384,000 | +15.7% | 4,776 | +10.1% | 0.19% | +7.5% |
| Q3 2021 | $332,000 | -6.2% | 4,337 | -4.0% | 0.17% | -2.3% |
| Q2 2021 | $354,000 | +5.7% | 4,520 | +0.5% | 0.18% | +1.1% |
| Q1 2021 | $335,000 | +9.5% | 4,497 | +0.3% | 0.18% | +0.6% |
| Q4 2020 | $306,000 | +9.7% | 4,483 | -10.8% | 0.17% | -2.8% |
| Q3 2020 | $279,000 | +5.7% | 5,026 | +0.4% | 0.18% | -1.1% |
| Q2 2020 | $264,000 | +15.8% | 5,008 | -7.2% | 0.18% | -1.1% |
| Q1 2020 | $228,000 | -29.6% | 5,398 | +0.2% | 0.18% | -29.3% |
| Q4 2019 | $324,000 | -3.3% | 5,386 | -9.1% | 0.26% | -13.4% |
| Q3 2019 | $335,000 | -6.9% | 5,927 | -6.0% | 0.30% | +5.7% |
| Q2 2019 | $360,000 | +0.6% | 6,305 | 0.0% | 0.28% | -1.4% |
| Q1 2019 | $358,000 | -9.1% | 6,305 | -23.2% | 0.29% | -23.5% |
| Q4 2018 | $394,000 | – | 8,210 | – | 0.38% | – |
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% |