SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,219 | -5.2% | 10,922 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $779,801 | +115426.1% | 10,978 | +10.4% | 0.01% | -7.1% |
| Q1 2023 | $675 | -99.7% | 9,945 | +256.2% | 0.01% | +133.3% |
| Q1 2022 | $212,000 | -90.4% | 2,792 | -89.9% | 0.01% | -90.9% |
| Q4 2021 | $2,214,000 | -24.8% | 27,525 | -28.3% | 0.07% | -31.2% |
| Q3 2021 | $2,944,000 | -6.2% | 38,408 | -4.2% | 0.10% | -13.5% |
| Q2 2021 | $3,139,000 | -61.8% | 40,102 | -63.6% | 0.11% | -67.1% |
| Q1 2021 | $8,208,000 | +18.8% | 110,277 | +8.8% | 0.34% | +3.1% |
| Q4 2020 | $6,912,000 | +26.4% | 101,376 | +2.9% | 0.33% | -3.0% |
| Q3 2020 | $5,468,000 | – | 98,551 | – | 0.34% | – |
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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% |