SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $979,668 | -5.5% | 14,475 | -0.8% | 0.60% | -4.5% |
| Q2 2023 | $1,036,683 | +3.3% | 14,595 | -1.4% | 0.63% | -4.7% |
| Q1 2023 | $1,003,841 | +10.3% | 14,795 | +6.7% | 0.66% | +3.1% |
| Q4 2022 | $910,011 | -1.2% | 13,870 | -8.9% | 0.64% | -7.0% |
| Q3 2022 | $921,000 | -6.7% | 15,220 | -3.3% | 0.68% | -1.4% |
| Q2 2022 | $987,000 | -17.5% | 15,740 | -0.2% | 0.70% | -4.3% |
| Q1 2022 | $1,196,000 | -10.7% | 15,765 | -5.4% | 0.73% | -8.8% |
| Q4 2021 | $1,340,000 | +2.6% | 16,665 | -2.1% | 0.80% | -4.4% |
| Q3 2021 | $1,306,000 | -6.9% | 17,030 | -5.0% | 0.83% | -6.0% |
| Q2 2021 | $1,403,000 | -17.8% | 17,930 | -21.8% | 0.89% | -23.6% |
| Q1 2021 | $1,707,000 | -8.4% | 22,930 | -16.1% | 1.16% | -14.2% |
| Q4 2020 | $1,863,000 | – | 27,330 | – | 1.35% | – |
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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% |