SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,671,996 | -4.4% | 39,480 | +0.3% | 1.93% | -1.0% |
| Q2 2023 | $2,794,832 | +4.4% | 39,347 | -0.3% | 1.95% | -2.6% |
| Q1 2023 | $2,678,250 | +0.6% | 39,473 | -2.7% | 2.00% | -8.1% |
| Q4 2022 | $2,660,988 | +7.0% | 40,558 | -1.2% | 2.18% | -5.1% |
| Q3 2022 | $2,486,000 | -3.5% | 41,069 | +0.1% | 2.29% | -10.5% |
| Q2 2022 | $2,575,000 | -19.0% | 41,041 | -2.0% | 2.56% | +0.1% |
| Q1 2022 | $3,178,000 | -8.0% | 41,887 | -2.5% | 2.56% | -1.8% |
| Q4 2021 | $3,456,000 | -15.0% | 42,964 | -19.0% | 2.61% | -19.6% |
| Q3 2021 | $4,068,000 | -1.9% | 53,062 | +0.2% | 3.24% | +0.2% |
| Q2 2021 | $4,146,000 | +3.5% | 52,971 | -1.5% | 3.24% | -2.8% |
| Q1 2021 | $4,004,000 | +15.6% | 53,789 | +5.8% | 3.33% | +3.8% |
| Q4 2020 | $3,465,000 | +14.8% | 50,826 | -6.6% | 3.21% | -0.5% |
| Q3 2020 | $3,018,000 | -4.2% | 54,396 | -9.1% | 3.22% | -10.8% |
| Q2 2020 | $3,149,000 | +27.4% | 59,841 | +2.1% | 3.61% | +5.8% |
| Q1 2020 | $2,471,000 | -30.4% | 58,616 | -0.7% | 3.42% | -6.2% |
| Q4 2019 | $3,552,000 | – | 59,056 | – | 3.64% | – |
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% |