SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,919 | -9.2% | 4,328 | -4.7% | 0.08% | -2.4% |
| Q2 2023 | $322,689 | +5.1% | 4,543 | +0.4% | 0.08% | -1.2% |
| Q1 2023 | $307,157 | +6.0% | 4,527 | +2.5% | 0.08% | +3.7% |
| Q4 2022 | $289,734 | +14.1% | 4,416 | +12.7% | 0.08% | +9.3% |
| Q3 2022 | $254,000 | +3.3% | 3,918 | +0.0% | 0.08% | +2.7% |
| Q2 2022 | $246,000 | -18.5% | 3,917 | -1.7% | 0.07% | +5.8% |
| Q1 2022 | $302,000 | +49.5% | 3,985 | +51.1% | 0.07% | +50.0% |
| Q3 2021 | $202,000 | -3.3% | 2,637 | -1.2% | 0.05% | -4.2% |
| Q2 2021 | $209,000 | – | 2,670 | – | 0.05% | – |
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% |