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 2021 | $21,779,000 | -1.8% | 284,103 | +0.2% | 12.50% | -0.6% |
| Q2 2021 | $22,183,000 | +5.2% | 283,420 | +0.0% | 12.57% | -1.3% |
| Q1 2021 | $21,088,000 | +7.6% | 283,322 | -1.5% | 12.74% | +1.7% |
| Q4 2020 | $19,606,000 | +24.9% | 287,557 | +1.6% | 12.53% | +2.0% |
| Q3 2020 | $15,700,000 | +5.0% | 282,981 | -0.4% | 12.29% | +3.1% |
| Q2 2020 | $14,957,000 | +36.9% | 284,239 | +9.7% | 11.92% | -0.9% |
| Q1 2020 | $10,925,000 | -21.7% | 259,137 | +11.7% | 12.03% | -2.5% |
| Q4 2019 | $13,953,000 | – | 231,982 | – | 12.34% | – |
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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% |