GREENLEAF TRUST - SCHWAB STRATEGIC TR ownership

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
GREENLEAF TRUST ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$696,969
-4.7%
10,2980.0%0.01%0.0%
Q2 2023$731,467
+4.7%
10,2980.0%0.01%0.0%
Q1 2023$698,719
+103260.8%
10,2980.0%0.01%
-11.1%
Q4 2022$676
-99.9%
10,2980.0%0.01%0.0%
Q3 2022$623,000
-3.6%
10,2980.0%0.01%
-10.0%
Q2 2022$646,000
-17.3%
10,2980.0%0.01%
+11.1%
Q1 2022$781,000
-5.7%
10,2980.0%0.01%
-10.0%
Q4 2021$828,000
+4.9%
10,2980.0%0.01%0.0%
Q3 2021$789,000
+143.5%
10,298
+148.9%
0.01%
+150.0%
Q2 2021$324,000
+5.2%
4,1380.0%0.00%0.0%
Q1 2021$308,0004,1380.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
HT Partners LLC 498,318$19,559,00012.67%
Brouwer & Janachowski, LLC 501,958$20,113,00010.86%
Legacy Wealth Management, Inc 839,037$33,620,0009.43%
OLD DOMINION CAPITAL MANAGEMENT INC 163,411$6,548,0008.27%
SVA Wealth Management, LLC 1,152,237$46,170,0007.99%
Sharkey, Howes & Javer 262,531$10,520,0007.34%
Financial Management Professionals, Inc. 352,400$14,120,0007.24%
Kernodle & Katon Asset Management Group, LLC 178,194$7,140,0006.84%
WealthTrust-Arizona, LLC 271,170$10,865,0006.54%
Moisand Fitzgerald Tamayo, LLC 168,942$6,770,0005.82%
View complete list of SCHWAB STRATEGIC TR shareholders