SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $574,331 | -7.8% | 8,486 | -3.2% | 0.14% | -8.0% |
Q2 2023 | $622,960 | +5.5% | 8,770 | -1.0% | 0.15% | -3.8% |
Q1 2023 | $590,498 | -6.7% | 8,858 | -8.1% | 0.16% | -6.6% |
Q4 2022 | $632,568 | +7.6% | 9,641 | -0.7% | 0.17% | -4.6% |
Q3 2022 | $588,000 | -23.2% | 9,711 | -12.2% | 0.18% | -10.3% |
Q2 2022 | $766,000 | -3.4% | 11,065 | +5.9% | 0.20% | +2.6% |
Q1 2022 | $793,000 | -1.5% | 10,447 | +4.3% | 0.19% | -17.4% |
Q4 2021 | $805,000 | +5.4% | 10,012 | +0.5% | 0.23% | -8.0% |
Q3 2021 | $764,000 | +29.9% | 9,967 | +32.6% | 0.25% | +27.6% |
Q2 2021 | $588,000 | +5.0% | 7,518 | -0.0% | 0.20% | -8.4% |
Q1 2021 | $560,000 | +8.9% | 7,520 | -0.3% | 0.21% | -21.6% |
Q4 2020 | $514,000 | +25.7% | 7,541 | +2.2% | 0.27% | +7.5% |
Q3 2020 | $409,000 | +1.0% | 7,377 | -4.1% | 0.25% | -13.0% |
Q2 2020 | $405,000 | +27.4% | 7,693 | +1.9% | 0.29% | +1.4% |
Q1 2020 | $318,000 | -23.0% | 7,549 | +12.2% | 0.29% | +7.5% |
Q4 2019 | $413,000 | +11.6% | 6,731 | +2.8% | 0.27% | +6.8% |
Q3 2019 | $370,000 | +6.6% | 6,545 | +7.7% | 0.25% | +12.6% |
Q2 2019 | $347,000 | +40.5% | 6,078 | +35.7% | 0.22% | +36.8% |
Q1 2019 | $247,000 | +10.3% | 4,480 | -4.2% | 0.16% | -14.7% |
Q4 2018 | $224,000 | +522.2% | 4,678 | +610.9% | 0.19% | +664.0% |
Q2 2018 | $36,000 | – | 658 | – | 0.02% | – |
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% |