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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,616 | -4.7% | 6,200 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $440,386 | +4.7% | 6,200 | 0.0% | 0.09% | +3.3% |
| Q1 2023 | $420,670 | +5.2% | 6,200 | 0.0% | 0.09% | +5.8% |
| Q4 2022 | $400,000 | +6.7% | 6,200 | 0.0% | 0.09% | -6.5% |
| Q3 2022 | $375,000 | -3.6% | 6,200 | 0.0% | 0.09% | +7.0% |
| Q2 2022 | $389,000 | -17.2% | 6,200 | 0.0% | 0.09% | -8.5% |
| Q1 2022 | $470,000 | -5.8% | 6,200 | 0.0% | 0.09% | -6.9% |
| Q4 2021 | $499,000 | +6.6% | 6,200 | +1.5% | 0.10% | -2.9% |
| Q3 2021 | $468,000 | +0.9% | 6,110 | +3.0% | 0.10% | +2.0% |
| Q2 2021 | $464,000 | +7.4% | 5,932 | +2.3% | 0.10% | +3.0% |
| Q1 2021 | $432,000 | +15.2% | 5,800 | +5.5% | 0.10% | +6.5% |
| Q4 2020 | $375,000 | +24.6% | 5,500 | +1.3% | 0.09% | +9.4% |
| Q3 2020 | $301,000 | +4.2% | 5,430 | -1.3% | 0.08% | +7.6% |
| Q2 2020 | $289,000 | +23.5% | 5,500 | -0.8% | 0.08% | +11.3% |
| Q1 2020 | $234,000 | -25.0% | 5,546 | +6.9% | 0.07% | -1.4% |
| Q4 2019 | $312,000 | -46.8% | 5,190 | -50.0% | 0.07% | +1.4% |
| Q3 2019 | $586,000 | – | 10,380 | – | 0.07% | – |
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% |