SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,118,683 | -7.7% | 16,529 | -3.1% | 0.26% | -8.9% |
| Q2 2023 | $1,211,843 | +14.8% | 17,061 | +9.6% | 0.29% | +6.2% |
| Q1 2023 | $1,055,814 | +95.4% | 15,561 | +89.0% | 0.27% | +80.3% |
| Q4 2022 | $540,298 | +68.8% | 8,235 | +55.7% | 0.15% | +39.4% |
| Q3 2022 | $320,000 | -35.0% | 5,290 | -32.6% | 0.11% | -34.3% |
| Q2 2022 | $492,000 | +119.6% | 7,844 | +166.1% | 0.17% | +121.3% |
| Q1 2022 | $224,000 | -5.5% | 2,948 | 0.0% | 0.08% | -1.3% |
| Q4 2021 | $237,000 | +4.9% | 2,948 | 0.0% | 0.08% | -3.8% |
| Q3 2021 | $226,000 | -2.2% | 2,948 | 0.0% | 0.08% | -2.5% |
| Q2 2021 | $231,000 | -1.7% | 2,948 | -6.5% | 0.08% | -3.6% |
| Q1 2021 | $235,000 | +9.3% | 3,152 | 0.0% | 0.08% | +2.4% |
| Q4 2020 | $215,000 | – | 3,152 | – | 0.08% | – |
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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% |