Financial Advisory Group - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Advisory Group ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$2,604,928
-4.2%
38,489
+0.6%
0.54%
-0.2%
Q2 2023$2,718,090
+14.2%
38,267
+9.1%
0.54%
+11.9%
Q1 2023$2,379,410
+109499.7%
35,069
+6.0%
0.48%
+4.1%
Q4 2022$2,171
-99.9%
33,085
+37.1%
0.46%
+40.1%
Q3 2022$1,461,000
+16.0%
24,132
+20.1%
0.33%
+22.8%
Q2 2022$1,260,000
+3.4%
20,093
+25.0%
0.27%
+13.1%
Q1 2022$1,219,000
-6.2%
16,071
-0.5%
0.24%
-7.4%
Q4 2021$1,299,000
+4.1%
16,152
-0.8%
0.26%
-7.2%
Q3 2021$1,248,000
-2.3%
16,277
-0.2%
0.28%
-9.5%
Q2 2021$1,277,000
+19.7%
16,317
+13.8%
0.30%
+11.7%
Q1 2021$1,067,000
-6.0%
14,337
-13.8%
0.27%
-7.8%
Q4 2020$1,135,000
+7.6%
16,641
-12.5%
0.30%
-13.2%
Q3 2020$1,055,000
-2.0%
19,011
-7.1%
0.34%
-7.8%
Q2 2020$1,077,000
+24.2%
20,467
-0.4%
0.37%
+30.7%
Q1 2020$867,000
-40.0%
20,559
-14.5%
0.28%
-25.3%
Q4 2019$1,446,000
-6.1%
24,036
-11.8%
0.38%
-11.2%
Q3 2019$1,540,000
+2.6%
27,237
+4.4%
0.43%
+7.6%
Q2 2019$1,501,000
+9.1%
26,099
+5.0%
0.40%
+4.7%
Q1 2019$1,376,000
+17.0%
24,847
+1.3%
0.38%
+5.0%
Q4 2018$1,176,000
+89.1%
24,539
+128.1%
0.36%
+120.1%
Q3 2018$622,000
+12.1%
10,759
+6.3%
0.16%
+6.5%
Q2 2018$555,000
+22.8%
10,119
+18.4%
0.15%
+12.4%
Q1 2018$452,000
+25.9%
8,544
+26.7%
0.14%
+28.0%
Q4 2017$359,000
+16.6%
6,742
+9.7%
0.11%
+2.9%
Q3 2017$308,000
+8.5%
6,144
+4.2%
0.10%
+8.3%
Q2 2017$284,000
+12.7%
5,897
+11.0%
0.10%
+10.3%
Q1 2017$252,000
+12.5%
5,315
+7.0%
0.09%
+1.2%
Q4 2016$224,000
+10.3%
4,969
+6.7%
0.09%
-1.1%
Q3 2016$203,0004,6590.09%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
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