SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $229,233 | -9.0% | 3,387 | -4.5% | 0.32% | +132.8% |
Q2 2023 | $251,874 | +2.3% | 3,546 | -2.3% | 0.14% | -12.7% |
Q1 2023 | $246,296 | -3.7% | 3,630 | -6.9% | 0.16% | -74.3% |
Q4 2022 | $255,680 | +5.2% | 3,897 | -2.9% | 0.61% | +139.6% |
Q3 2022 | $243,000 | -9.0% | 4,014 | -5.7% | 0.26% | +44.1% |
Q2 2022 | $267,000 | -20.3% | 4,255 | -3.6% | 0.18% | -30.6% |
Q1 2022 | $335,000 | -24.0% | 4,415 | -19.5% | 0.26% | +34.2% |
Q4 2021 | $441,000 | -1.1% | 5,485 | -6.0% | 0.19% | -3.6% |
Q3 2021 | $446,000 | -3.5% | 5,833 | -2.0% | 0.20% | +8.2% |
Q2 2021 | $462,000 | -0.9% | 5,954 | -4.8% | 0.18% | -11.7% |
Q1 2021 | $466,000 | +3.6% | 6,254 | -5.2% | 0.21% | -12.7% |
Q4 2020 | $450,000 | +15.1% | 6,594 | -6.4% | 0.24% | -58.7% |
Q3 2020 | $391,000 | +1.0% | 7,044 | -4.3% | 0.57% | +126.6% |
Q2 2020 | $387,000 | +13.2% | 7,359 | -9.2% | 0.25% | -34.2% |
Q1 2020 | $342,000 | -70.9% | 8,105 | -58.5% | 0.38% | -38.1% |
Q4 2019 | $1,175,000 | -26.3% | 19,526 | -30.8% | 0.62% | -35.3% |
Q3 2019 | $1,595,000 | +53.4% | 28,217 | +54.8% | 0.96% | +52.1% |
Q2 2019 | $1,040,000 | +193.0% | 18,225 | +184.3% | 0.63% | +56.1% |
Q1 2019 | $355,000 | – | 6,410 | – | 0.40% | – |
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% |