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 | $564 | -6.6% | 8,335 | -2.0% | 0.12% | -1.7% |
Q2 2023 | $604 | -4.7% | 8,506 | -8.9% | 0.12% | -8.6% |
Q1 2023 | $634 | +3.4% | 9,339 | 0.0% | 0.13% | -17.9% |
Q4 2022 | $613 | -99.9% | 9,339 | 0.0% | 0.16% | -7.7% |
Q3 2022 | $565,000 | -3.7% | 9,339 | -0.3% | 0.17% | +1.2% |
Q2 2022 | $587,000 | -37.6% | 9,363 | -24.4% | 0.17% | -32.1% |
Q1 2022 | $940,000 | -8.9% | 12,390 | -3.5% | 0.25% | -21.7% |
Q4 2021 | $1,032,000 | +4.9% | 12,835 | 0.0% | 0.31% | -4.6% |
Q3 2021 | $984,000 | -9.8% | 12,835 | -7.9% | 0.33% | -13.0% |
Q2 2021 | $1,091,000 | +5.2% | 13,935 | 0.0% | 0.38% | -5.0% |
Q1 2021 | $1,037,000 | +6.5% | 13,935 | -2.5% | 0.40% | 0.0% |
Q4 2020 | $974,000 | +22.8% | 14,285 | 0.0% | 0.40% | +9.6% |
Q3 2020 | $793,000 | -6.9% | 14,285 | -11.7% | 0.36% | -18.2% |
Q2 2020 | $852,000 | +0.4% | 16,185 | -19.6% | 0.44% | -20.3% |
Q1 2020 | $849,000 | – | 20,135 | – | 0.56% | – |
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% |