SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,718 | -4.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,952 | +4.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,730 | +3.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,574 | +14.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 70 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | -40.0% |
| Q4 2020 | $5,000 | -99.9% | 69 | +1.5% | 0.01% | +66.7% |
| Q2 2020 | $3,595,000 | +25.2% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,871,000 | -25.3% | 68 | -2.9% | 0.00% | 0.0% |
| Q4 2019 | $3,842,000 | +1.2% | 70 | +4.5% | 0.00% | 0.0% |
| Q3 2019 | $3,798,000 | -0.6% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $3,822,000 | +3.1% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $3,708,000 | +9.3% | 67 | -5.6% | 0.00% | 0.0% |
| Q4 2018 | $3,391,000 | -16.5% | 71 | +1.4% | 0.00% | 0.0% |
| Q3 2018 | $4,060,000 | +5.6% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,844,000 | +19.1% | 70 | +14.8% | 0.00% | +50.0% |
| Q1 2018 | $3,227,000 | -0.4% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,241,000 | – | 61 | – | 0.00% | – |
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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% |