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 | $1,298,170 | -4.7% | 19,181 | 0.0% | 0.08% | +7.7% |
Q2 2023 | $1,362,426 | +4.7% | 19,181 | 0.0% | 0.08% | -2.5% |
Q1 2023 | $1,301,431 | +3.4% | 19,181 | 0.0% | 0.08% | -9.1% |
Q4 2022 | $1,258,465 | +8.4% | 19,181 | 0.0% | 0.09% | -7.4% |
Q3 2022 | $1,161,000 | -3.5% | 19,181 | 0.0% | 0.10% | -8.7% |
Q2 2022 | $1,203,000 | -24.1% | 19,181 | -8.2% | 0.10% | -4.6% |
Q1 2022 | $1,585,000 | -5.7% | 20,900 | +0.0% | 0.11% | -8.4% |
Q4 2021 | $1,681,000 | +5.0% | 20,894 | +0.0% | 0.12% | -6.3% |
Q3 2021 | $1,601,000 | -2.0% | 20,888 | +0.0% | 0.13% | -3.1% |
Q2 2021 | $1,634,000 | +5.1% | 20,882 | +0.0% | 0.13% | +0.8% |
Q1 2021 | $1,554,000 | +9.2% | 20,878 | +0.0% | 0.13% | +8.3% |
Q4 2020 | $1,423,000 | +22.9% | 20,875 | +0.0% | 0.12% | +3.4% |
Q3 2020 | $1,158,000 | +5.5% | 20,868 | +0.0% | 0.12% | +0.9% |
Q2 2020 | $1,098,000 | +24.9% | 20,862 | +0.0% | 0.12% | +9.5% |
Q1 2020 | $879,000 | -29.9% | 20,857 | +0.0% | 0.10% | -13.9% |
Q4 2019 | $1,254,000 | +6.5% | 20,849 | +0.1% | 0.12% | +2.5% |
Q3 2019 | $1,178,000 | -0.9% | 20,834 | +0.0% | 0.12% | +4.4% |
Q2 2019 | $1,189,000 | +3.0% | 20,828 | 0.0% | 0.11% | 0.0% |
Q1 2019 | $1,154,000 | +15.6% | 20,828 | +0.0% | 0.11% | +5.6% |
Q4 2018 | $998,000 | – | 20,823 | – | 0.11% | – |
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% |