SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,136,912 | -12.3% | 31,574 | -8.0% | 0.26% | -12.2% |
| Q2 2023 | $2,437,382 | -3.8% | 34,315 | -8.1% | 0.30% | -21.7% |
| Q1 2023 | $2,534,164 | -18.5% | 37,350 | -21.2% | 0.38% | -35.6% |
| Q4 2022 | $3,110,176 | +3.1% | 47,404 | -4.9% | 0.59% | -7.6% |
| Q3 2022 | $3,016,000 | +23.5% | 49,822 | +28.0% | 0.64% | -11.1% |
| Q2 2022 | $2,442,000 | -17.6% | 38,927 | -0.3% | 0.71% | +4.1% |
| Q1 2022 | $2,962,000 | -11.4% | 39,041 | -6.1% | 0.69% | +20.1% |
| Q4 2021 | $3,342,000 | +1.0% | 41,557 | -3.7% | 0.57% | -11.5% |
| Q3 2021 | $3,309,000 | +1.1% | 43,162 | +3.2% | 0.64% | +2.4% |
| Q2 2021 | $3,274,000 | -1.2% | 41,828 | -6.1% | 0.63% | -12.0% |
| Q1 2021 | $3,315,000 | -62.3% | 44,533 | -65.5% | 0.72% | -54.6% |
| Q4 2020 | $8,801,000 | – | 129,090 | – | 1.58% | – |
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% |