Plante Moran Financial Advisors, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$3,254,482
-4.7%
48,086
-0.0%
0.39%
-3.2%
Q2 2023$3,415,603
+1.5%
48,087
-3.0%
0.40%
-12.2%
Q1 2023$3,363,520
+3.0%
49,573
-0.4%
0.46%
-3.0%
Q4 2022$3,266,958
-14.7%
49,794
-21.3%
0.47%
-27.6%
Q3 2022$3,828,000
+14.3%
63,247
+18.5%
0.66%
+17.0%
Q2 2022$3,349,000
+31.0%
53,390
+58.4%
0.56%
+17.2%
Q1 2022$2,557,000
+652.1%
33,702
+696.4%
0.48%
+753.6%
Q4 2021$340,000
+3677.8%
4,232
+3580.0%
0.06%
+2700.0%
Q3 2021$9,0000.0%1150.0%0.00%0.0%
Q2 2021$9,0000.0%1150.0%0.00%0.0%
Q1 2021$9,000115
+2775.0%
0.00%
Q4 2020$040.0%0.00%
Q3 2020$040.0%0.00%
Q2 2020$0
-100.0%
4
-99.2%
0.00%
-100.0%
Q1 2020$20,000
+17.6%
480
+72.7%
0.01%
+50.0%
Q4 2019$17,000
-54.1%
278
-57.5%
0.01%
-45.5%
Q3 2019$37,000
+76.2%
654
+76.8%
0.01%
+83.3%
Q2 2019$21,000
+50.0%
370
+46.2%
0.01%
+50.0%
Q1 2019$14,000
+55.6%
253
+30.4%
0.00%
+33.3%
Q4 2018$9,000
-18.2%
1940.0%0.00%
-25.0%
Q3 2018$11,0001940.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
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