SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,616,499 | +95904.8% | 53,435 | +0.7% | 0.79% | +29.7% |
Q2 2023 | $3,767 | +30.8% | 53,040 | +24.9% | 0.61% | +28.1% |
Q1 2023 | $2,881 | +23.5% | 42,460 | +19.4% | 0.47% | +8.0% |
Q4 2022 | $2,332 | -99.9% | 35,549 | -33.5% | 0.44% | -44.3% |
Q3 2022 | $3,616,499 | +77.9% | 53,435 | +74.6% | 0.79% | +72.4% |
Q2 2022 | $2,033,000 | +44.9% | 30,606 | +61.5% | 0.46% | +60.0% |
Q1 2022 | $1,403,000 | – | 18,952 | – | 0.28% | – |
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% |