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 | $1,769,611 | -0.7% | 26,147 | +4.2% | 0.03% | 0.0% |
| Q2 2023 | $1,781,791 | +5.0% | 25,085 | +0.3% | 0.03% | 0.0% |
| Q1 2023 | $1,696,811 | +3.0% | 25,008 | -0.4% | 0.03% | -6.7% |
| Q4 2022 | $1,646,628 | +127.4% | 25,097 | +109.7% | 0.03% | +57.9% |
| Q3 2022 | $724,000 | -3.9% | 11,967 | -0.2% | 0.02% | +11.8% |
| Q2 2022 | $753,000 | -73.3% | 11,996 | -67.7% | 0.02% | -69.6% |
| Q1 2022 | $2,815,000 | -1.7% | 37,109 | +4.3% | 0.06% | -3.4% |
| Q4 2021 | $2,863,000 | -36.4% | 35,594 | -39.4% | 0.06% | -34.1% |
| Q3 2021 | $4,505,000 | +71.1% | 58,770 | +74.7% | 0.09% | +41.9% |
| Q2 2021 | $2,633,000 | +8.4% | 33,640 | +3.1% | 0.06% | -7.5% |
| Q1 2021 | $2,430,000 | +1.7% | 32,643 | -6.8% | 0.07% | -13.0% |
| Q4 2020 | $2,389,000 | +18.9% | 35,041 | -3.3% | 0.08% | +1.3% |
| Q3 2020 | $2,010,000 | +3.5% | 36,223 | -1.8% | 0.08% | -8.4% |
| Q2 2020 | $1,942,000 | +30.6% | 36,903 | +4.6% | 0.08% | +3.8% |
| Q1 2020 | $1,487,000 | -33.3% | 35,265 | -4.8% | 0.08% | -15.8% |
| Q4 2019 | $2,228,000 | +12.5% | 37,035 | +5.7% | 0.10% | +9.2% |
| Q3 2019 | $1,981,000 | +11.3% | 35,031 | +12.5% | 0.09% | +10.1% |
| Q2 2019 | $1,780,000 | +3.4% | 31,148 | +0.5% | 0.08% | -8.1% |
| Q1 2019 | $1,721,000 | +31.4% | 31,007 | +13.7% | 0.09% | +11.7% |
| Q4 2018 | $1,310,000 | -16.8% | 27,267 | +0.1% | 0.08% | 0.0% |
| Q3 2018 | $1,574,000 | +344.6% | 27,235 | +320.6% | 0.08% | +285.0% |
| Q2 2018 | $354,000 | +20.8% | 6,476 | +16.0% | 0.02% | +11.1% |
| Q1 2018 | $293,000 | +7.7% | 5,584 | +8.4% | 0.02% | +5.9% |
| Q4 2017 | $272,000 | -6.5% | 5,152 | -10.1% | 0.02% | -5.6% |
| Q3 2017 | $291,000 | +26.0% | 5,729 | +19.8% | 0.02% | +28.6% |
| Q2 2017 | $231,000 | – | 4,783 | – | 0.01% | – |
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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% |