SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,420 | -49.9% | 242 | -51.6% | 0.00% | -100.0% |
| Q4 2022 | $32,805 | +5.8% | 500 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | 0.0% | 509 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -18.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -5.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | +5.3% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | -2.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $39,000 | +5.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +32.1% | 500 | +22.5% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | +21.7% | 408 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +9.5% | 408 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | -12.5% | 408 | -28.5% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -48.9% | 571 | -26.4% | 0.00% | -50.0% |
| Q4 2019 | $47,000 | +1466.7% | 776 | +1452.0% | 0.00% | – |
| Q3 2019 | $3,000 | -72.7% | 50 | -73.7% | 0.00% | -100.0% |
| Q2 2019 | $11,000 | – | 190 | – | 0.00% | – |
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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% |