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 | $295,024 | -4.7% | 4,359 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $309,627 | +4.7% | 4,359 | 0.0% | 0.07% | -1.4% |
| Q1 2023 | $295,765 | -15.9% | 4,359 | -18.6% | 0.07% | -19.6% |
| Q4 2022 | $351,544 | +4.6% | 5,358 | -3.6% | 0.09% | -2.1% |
| Q3 2022 | $336,000 | -3.7% | 5,558 | -0.0% | 0.09% | -1.1% |
| Q2 2022 | $349,000 | -20.3% | 5,559 | -3.8% | 0.10% | -12.0% |
| Q1 2022 | $438,000 | -7.4% | 5,779 | -1.8% | 0.11% | -4.4% |
| Q4 2021 | $473,000 | +3.1% | 5,884 | -1.7% | 0.11% | -3.4% |
| Q3 2021 | $459,000 | +3.1% | 5,984 | +5.3% | 0.12% | -0.8% |
| Q2 2021 | $445,000 | 0.0% | 5,684 | -5.0% | 0.12% | -3.3% |
| Q1 2021 | $445,000 | +5.2% | 5,984 | -3.4% | 0.12% | +5.2% |
| Q4 2020 | $423,000 | +23.0% | 6,197 | 0.0% | 0.12% | +11.5% |
| Q3 2020 | $344,000 | -68.8% | 6,197 | -70.4% | 0.10% | -73.3% |
| Q2 2020 | $1,102,000 | +28.0% | 20,956 | +2.5% | 0.39% | +7.2% |
| Q1 2020 | $861,000 | -34.5% | 20,435 | -6.5% | 0.36% | -49.6% |
| Q4 2019 | $1,315,000 | +6.0% | 21,856 | -0.4% | 0.72% | -0.8% |
| Q3 2019 | $1,241,000 | +5.7% | 21,950 | +6.8% | 0.73% | +2.3% |
| Q2 2019 | $1,174,000 | -27.7% | 20,557 | -29.9% | 0.71% | -28.8% |
| Q1 2019 | $1,623,000 | +3.6% | 29,314 | -10.3% | 1.00% | -13.5% |
| Q4 2018 | $1,566,000 | – | 32,680 | – | 1.15% | – |
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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% |