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 | $293,843 | -95.2% | 4,428 | -94.6% | 0.56% | -89.9% |
Q2 2023 | $6,115,995 | +327.7% | 81,601 | +287.2% | 5.58% | +323.1% |
Q1 2023 | $1,429,939 | +100955.8% | 21,075 | -2.3% | 1.32% | -2.1% |
Q4 2022 | $1,415 | -99.9% | 21,562 | -37.2% | 1.35% | -29.3% |
Q3 2022 | $2,078,000 | -14.9% | 34,326 | -11.9% | 1.91% | -12.9% |
Q2 2022 | $2,443,000 | -57.4% | 38,946 | -48.5% | 2.19% | -47.4% |
Q1 2022 | $5,733,000 | -46.7% | 75,578 | -45.0% | 4.16% | -45.2% |
Q4 2021 | $10,758,000 | +60.6% | 137,451 | +57.3% | 7.59% | +51.4% |
Q3 2021 | $6,697,000 | -37.7% | 87,366 | -36.4% | 5.01% | -33.9% |
Q2 2021 | $10,758,000 | +6.9% | 137,451 | +1.7% | 7.59% | +2.1% |
Q1 2021 | $10,060,000 | +27.5% | 135,159 | +16.8% | 7.43% | +17.2% |
Q4 2020 | $7,890,000 | +29.9% | 115,727 | +5.7% | 6.34% | +15.2% |
Q3 2020 | $6,074,000 | +83.7% | 109,464 | +74.2% | 5.51% | +31.1% |
Q2 2020 | $3,307,000 | +19.5% | 62,848 | -4.3% | 4.20% | +16.6% |
Q1 2020 | $2,768,000 | -44.1% | 65,669 | -20.2% | 3.60% | -32.7% |
Q4 2019 | $4,948,000 | +5.3% | 82,273 | -1.1% | 5.35% | +0.2% |
Q3 2019 | $4,701,000 | -2.7% | 83,152 | -1.7% | 5.34% | -2.0% |
Q2 2019 | $4,830,000 | -5.1% | 84,594 | -7.9% | 5.44% | -7.5% |
Q1 2019 | $5,089,000 | -0.0% | 91,882 | -13.4% | 5.89% | -4.3% |
Q4 2018 | $5,090,000 | – | 106,095 | – | 6.15% | – |
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% |