SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,177 | -7.8% | 91,272 | -3.3% | 0.04% | -7.3% |
| Q2 2023 | $6,702 | +22.8% | 94,348 | +17.3% | 0.04% | +10.8% |
| Q1 2023 | $5,457 | +8295.4% | 80,423 | +7966.5% | 0.04% | – |
| Q4 2022 | $65 | -99.9% | 997 | -41.9% | 0.00% | -100.0% |
| Q3 2022 | $104,000 | -3.7% | 1,716 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | +0.9% | 1,715 | +21.9% | 0.00% | 0.0% |
| Q1 2022 | $107,000 | -1.8% | 1,407 | +3.4% | 0.00% | 0.0% |
| Q4 2021 | $109,000 | +354.2% | 1,361 | +341.9% | 0.00% | – |
| Q2 2021 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q1 2021 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q4 2020 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q3 2020 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q2 2020 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q1 2020 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q4 2019 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q3 2019 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q2 2019 | $24,000 | 0.0% | 308 | 0.0% | 0.00% | – |
| Q1 2019 | $24,000 | +50.0% | 308 | -9.9% | 0.00% | – |
| Q4 2018 | $16,000 | -54.3% | 342 | -43.7% | 0.00% | -100.0% |
| Q3 2018 | $35,000 | – | 607 | – | 0.00% | – |
Download | ||||||
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% |