SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $431,257 | -2.8% | 6,372 | +2.0% | 0.07% | 0.0% |
Q2 2023 | $443,795 | +13.0% | 6,248 | +7.9% | 0.07% | +9.1% |
Q1 2023 | $392,716 | +0.8% | 5,788 | -2.6% | 0.07% | 0.0% |
Q4 2022 | $389,723 | +11.3% | 5,940 | +2.7% | 0.07% | 0.0% |
Q3 2022 | $350,000 | -2.0% | 5,783 | +1.7% | 0.07% | +4.8% |
Q2 2022 | $357,000 | -12.7% | 5,687 | +5.5% | 0.06% | +1.6% |
Q1 2022 | $409,000 | -8.7% | 5,390 | -3.2% | 0.06% | -8.8% |
Q4 2021 | $448,000 | +10.3% | 5,566 | +5.1% | 0.07% | -11.7% |
Q3 2021 | $406,000 | -0.5% | 5,295 | +1.6% | 0.08% | -13.5% |
Q2 2021 | $408,000 | +6.8% | 5,210 | +1.6% | 0.09% | +1.1% |
Q1 2021 | $382,000 | +13.4% | 5,127 | +3.6% | 0.09% | +2.3% |
Q4 2020 | $337,000 | +24.8% | 4,948 | +1.8% | 0.09% | +11.7% |
Q3 2020 | $270,000 | +8.0% | 4,861 | +2.3% | 0.08% | -2.5% |
Q2 2020 | $250,000 | +32.3% | 4,751 | +6.0% | 0.08% | +14.5% |
Q1 2020 | $189,000 | -19.9% | 4,482 | +14.4% | 0.07% | -1.4% |
Q4 2019 | $236,000 | +16.3% | 3,917 | +9.2% | 0.07% | +7.7% |
Q3 2019 | $203,000 | – | 3,586 | – | 0.06% | – |
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% |