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 2022 | $331,000 | -6.8% | 5,463 | -3.5% | 0.16% | -4.7% |
| Q2 2022 | $355,000 | -24.3% | 5,663 | -8.3% | 0.17% | -43.9% |
| Q1 2022 | $469,000 | -12.2% | 6,176 | -6.9% | 0.30% | +0.7% |
| Q4 2021 | $534,000 | -5.7% | 6,635 | -10.1% | 0.30% | -14.4% |
| Q3 2021 | $566,000 | -4.7% | 7,379 | -2.7% | 0.35% | -5.1% |
| Q2 2021 | $594,000 | -2.1% | 7,585 | -7.0% | 0.37% | -8.1% |
| Q1 2021 | $607,000 | -1.0% | 8,159 | -9.2% | 0.41% | -20.2% |
| Q4 2020 | $613,000 | – | 8,989 | – | 0.51% | – |
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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% |