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 | $740,401 | -5.0% | 10,941 | -0.3% | 0.07% | 0.0% |
Q2 2023 | $779,562 | +4.1% | 10,975 | -0.6% | 0.07% | -5.4% |
Q1 2023 | $749,056 | +8.6% | 11,040 | -3.2% | 0.07% | -3.9% |
Q3 2022 | $690,000 | -6.2% | 11,400 | -2.8% | 0.08% | -6.1% |
Q2 2022 | $736,000 | -16.7% | 11,729 | +0.7% | 0.08% | -4.7% |
Q1 2022 | $884,000 | -7.0% | 11,649 | -1.9% | 0.09% | -5.5% |
Q4 2021 | $951,000 | +1.9% | 11,878 | -2.5% | 0.09% | -8.1% |
Q3 2021 | $933,000 | -5.3% | 12,177 | -3.3% | 0.10% | -4.8% |
Q2 2021 | $985,000 | +11.8% | 12,587 | +6.3% | 0.10% | 0.0% |
Q1 2021 | $881,000 | +7.6% | 11,841 | -1.4% | 0.10% | +1.0% |
Q4 2020 | $819,000 | +20.4% | 12,009 | -2.0% | 0.10% | +2.0% |
Q3 2020 | $680,000 | +7.3% | 12,256 | +1.7% | 0.10% | -1.9% |
Q2 2020 | $634,000 | +30.7% | 12,057 | +4.8% | 0.10% | +9.6% |
Q1 2020 | $485,000 | -31.1% | 11,503 | -1.8% | 0.09% | -17.5% |
Q4 2019 | $704,000 | +16.6% | 11,711 | +9.5% | 0.11% | +6.5% |
Q3 2019 | $604,000 | +4.1% | 10,691 | +5.6% | 0.11% | +2.9% |
Q2 2019 | $580,000 | -75.5% | 10,122 | -0.4% | 0.10% | -63.8% |
Q1 2019 | $2,365,000 | +408.6% | 10,158 | +3.8% | 0.29% | +189.9% |
Q4 2018 | $465,000 | -91.6% | 9,788 | -96.5% | 0.10% | +43.5% |
Q3 2018 | $5,522,000 | -35.8% | 279,222 | -40.9% | 0.07% | -28.9% |
Q2 2018 | $8,602,000 | +2117.0% | 472,507 | +6159.2% | 0.10% | +31.1% |
Q1 2018 | $388,000 | +4.0% | 7,549 | +10.0% | 0.07% | +5.7% |
Q4 2017 | $373,000 | +31.3% | 6,862 | +24.3% | 0.07% | +18.6% |
Q3 2017 | $284,000 | +30.3% | 5,522 | +20.3% | 0.06% | +20.4% |
Q2 2017 | $218,000 | – | 4,589 | – | 0.05% | – |
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% |