SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,417,692 | -4.7% | 213,027 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $15,121,322 | +6.2% | 212,886 | +1.4% | 0.02% | +4.3% |
| Q1 2023 | $14,241,036 | -3.0% | 209,890 | -6.2% | 0.02% | -11.5% |
| Q4 2022 | $14,680,118 | +138.9% | 223,757 | +120.5% | 0.03% | +136.4% |
| Q3 2022 | $6,144,000 | -9.0% | 101,498 | -5.6% | 0.01% | 0.0% |
| Q2 2022 | $6,748,000 | -21.2% | 107,576 | -4.7% | 0.01% | -15.4% |
| Q1 2022 | $8,560,000 | -1.0% | 112,839 | +5.0% | 0.01% | +8.3% |
| Q4 2021 | $8,644,000 | +5.9% | 107,469 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $8,166,000 | -3.2% | 106,518 | -1.2% | 0.01% | -7.7% |
| Q2 2021 | $8,440,000 | +0.2% | 107,838 | -4.7% | 0.01% | -7.1% |
| Q1 2021 | $8,419,000 | +5.3% | 113,115 | -3.5% | 0.01% | -6.7% |
| Q4 2020 | $7,995,000 | +15.5% | 117,262 | -6.0% | 0.02% | +7.1% |
| Q3 2020 | $6,921,000 | +7.0% | 124,737 | +1.5% | 0.01% | 0.0% |
| Q2 2020 | $6,467,000 | +11.7% | 122,893 | -10.5% | 0.01% | 0.0% |
| Q1 2020 | $5,789,000 | – | 137,316 | – | 0.01% | – |
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% |