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 | $7,779,512 | +39.3% | 114,929 | +40.6% | 0.03% | +36.4% |
| Q2 2023 | $5,583,183 | +127720.1% | 81,740 | +27.0% | 0.02% | +15.8% |
| Q1 2023 | $4,368 | -4.8% | 64,383 | -8.0% | 0.02% | -17.4% |
| Q4 2022 | $4,588 | -99.9% | 69,953 | +1.5% | 0.02% | +4.5% |
| Q3 2022 | $4,171,000 | +929.9% | 68,925 | +964.8% | 0.02% | +1000.0% |
| Q2 2022 | $405,000 | +81.6% | 6,473 | +119.6% | 0.00% | +100.0% |
| Q1 2022 | $223,000 | -1.3% | 2,948 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $226,000 | +769.2% | 2,823 | +706.6% | 0.00% | – |
| Q3 2021 | $26,000 | -16.1% | 350 | -12.1% | 0.00% | – |
| Q2 2021 | $31,000 | +675.0% | 398 | +598.2% | 0.00% | – |
| Q1 2021 | $4,000 | – | 57 | – | 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% |