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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $663,000 | -11.0% | 8,742 | -5.6% | 0.50% | -7.3% |
| Q4 2021 | $745,000 | -4.7% | 9,258 | -9.2% | 0.54% | -12.4% |
| Q3 2021 | $782,000 | -5.8% | 10,194 | -3.9% | 0.61% | +7.8% |
| Q2 2021 | $830,000 | +3.2% | 10,606 | -1.8% | 0.57% | -9.0% |
| Q1 2021 | $804,000 | +4.1% | 10,802 | -4.6% | 0.62% | -13.5% |
| Q4 2020 | $772,000 | +10.4% | 11,324 | -10.1% | 0.72% | -9.9% |
| Q3 2020 | $699,000 | +4.2% | 12,595 | -1.2% | 0.80% | -16.9% |
| Q2 2020 | $671,000 | -21.6% | 12,748 | -10.4% | 0.96% | +25.1% |
| Q4 2019 | $856,000 | – | 14,229 | – | 0.77% | – |
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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% |