SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,694,374 | -3.5% | 25,035 | +1.2% | 1.56% | +0.4% |
| Q2 2023 | $1,756,460 | +14.0% | 24,728 | +8.9% | 1.56% | +10.5% |
| Q1 2023 | $1,540,146 | +7.3% | 22,699 | +3.8% | 1.41% | +1.2% |
| Q4 2022 | $1,435,269 | +6.5% | 21,876 | -1.7% | 1.39% | -0.9% |
| Q3 2022 | $1,348,000 | -8.7% | 22,264 | -5.5% | 1.40% | -1.3% |
| Q2 2022 | $1,477,000 | -19.7% | 23,549 | -2.9% | 1.42% | -7.0% |
| Q1 2022 | $1,839,000 | -20.4% | 24,245 | -15.6% | 1.53% | -7.9% |
| Q4 2021 | $2,311,000 | -2.3% | 28,732 | -6.9% | 1.66% | -4.2% |
| Q3 2021 | $2,366,000 | -0.5% | 30,858 | +1.6% | 1.73% | +0.9% |
| Q2 2021 | $2,378,000 | +0.3% | 30,382 | -4.6% | 1.72% | -2.9% |
| Q1 2021 | $2,370,000 | +30.7% | 31,845 | +19.7% | 1.77% | +11.2% |
| Q4 2020 | $1,814,000 | +23.2% | 26,605 | +0.2% | 1.59% | +3.8% |
| Q3 2020 | $1,473,000 | +8.0% | 26,555 | +2.5% | 1.53% | +0.9% |
| Q2 2020 | $1,364,000 | +9.4% | 25,914 | -12.4% | 1.52% | -8.0% |
| Q1 2020 | $1,247,000 | -34.4% | 29,581 | -6.4% | 1.65% | -10.7% |
| Q4 2019 | $1,901,000 | – | 31,601 | – | 1.85% | – |
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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% |