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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,706,010 | +219.4% | 25,207 | +235.2% | 0.00% | – |
| Q2 2023 | $534,146 | -73.9% | 7,520 | -75.1% | 0.00% | – |
| Q1 2023 | $2,050,088 | +10.9% | 30,215 | +7.2% | 0.00% | – |
| Q4 2022 | $1,849,087 | +219.4% | 28,183 | +194.5% | 0.00% | – |
| Q3 2022 | $579,000 | +114.4% | 9,570 | +122.6% | 0.00% | – |
| Q2 2022 | $270,000 | -25.8% | 4,300 | -10.4% | 0.00% | – |
| Q1 2022 | $364,000 | -59.6% | 4,800 | -57.1% | 0.00% | – |
| Q4 2021 | $901,000 | -83.3% | 11,200 | -84.1% | 0.00% | -100.0% |
| Q3 2021 | $5,401,000 | +306.7% | 70,459 | +261.7% | 0.00% | – |
| Q4 2020 | $1,328,000 | -63.6% | 19,482 | -70.4% | 0.00% | -100.0% |
| Q3 2020 | $3,646,000 | +719.3% | 65,726 | +522.3% | 0.00% | – |
| Q1 2020 | $445,000 | -84.9% | 10,561 | -81.0% | 0.00% | -100.0% |
| Q1 2018 | $2,946,000 | +431.8% | 55,709 | +308.6% | 0.00% | +100.0% |
| Q1 2016 | $554,000 | -16.2% | 13,633 | -19.8% | 0.00% | 0.0% |
| Q3 2015 | $661,000 | – | 16,995 | – | 0.00% | – |
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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% |