Evensky & Katz LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$20.0%23
-17.9%
0.00%
Q2 2023$20.0%280.0%0.00%
Q1 2023$20.0%280.0%0.00%
Q4 2022$2
-99.9%
28
+3.7%
0.00%
Q3 2022$2,0000.0%270.0%0.00%
Q2 2022$2,0000.0%270.0%0.00%
Q1 2022$2,000
-60.0%
27
-58.5%
0.00%
Q4 2021$5,000
-16.7%
65
-21.7%
0.00%
-100.0%
Q3 2021$6,000
-14.3%
83
-3.5%
0.00%0.0%
Q2 2021$7,000
+16.7%
86
-1.1%
0.00%0.0%
Q1 2021$6,0000.0%870.0%0.00%0.0%
Q4 2020$6,0000.0%87
-15.5%
0.00%0.0%
Q3 2020$6,000
-33.3%
103
-37.6%
0.00%0.0%
Q2 2020$9,000
+28.6%
165
+1.2%
0.00%0.0%
Q1 2020$7,000
-22.2%
163
+1.9%
0.00%0.0%
Q4 2019$9,000
-97.2%
160
-97.2%
0.00%
-97.7%
Q3 2019$325,000
-0.3%
5,754
+0.7%
0.04%
-2.2%
Q2 2019$326,000
-48.4%
5,712
-50.0%
0.04%
+4.7%
Q1 2019$632,000
+129.8%
11,424
+98.9%
0.04%
-6.5%
Q4 2018$275,000
-16.7%
5,745
+0.5%
0.05%
-6.1%
Q3 2018$330,000
+1.9%
5,715
-3.3%
0.05%
-14.0%
Q2 2018$324,000
+4.2%
5,911
+0.2%
0.06%
+5.6%
Q1 2018$311,000
-1.0%
5,897
-0.2%
0.05%
+3.8%
Q4 2017$314,000
+6.8%
5,907
+0.5%
0.05%
+2.0%
Q3 2017$294,000
+2.8%
5,880
-1.3%
0.05%0.0%
Q2 2017$286,000
+1.4%
5,955
-0.4%
0.05%
-1.9%
Q1 2017$282,000
+1.1%
5,976
-3.5%
0.05%
-1.9%
Q4 2016$279,000
-30.6%
6,194
-35.4%
0.05%
-40.4%
Q2 2016$402,000
-9.7%
9,584
-12.6%
0.09%
-14.4%
Q1 2016$445,000
-5.5%
10,968
-6.8%
0.10%
-8.0%
Q4 2015$471,000
+16.6%
11,773
+13.4%
0.11%
+1.8%
Q3 2015$404,000
-10.8%
10,384
-2.3%
0.11%
-6.7%
Q2 2015$453,000
-13.4%
10,633
-12.4%
0.12%
-15.6%
Q1 2015$523,000
-12.5%
12,133
-17.5%
0.14%
-20.8%
Q4 2014$598,000
+28.3%
14,713
+22.3%
0.18%
+27.1%
Q3 2014$466,00012,0340.14%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
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