SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $413,389 | -4.5% | 6,108 | +0.2% | 0.24% | +1.7% |
Q2 2023 | $432,786 | +4.7% | 6,093 | 0.0% | 0.23% | -4.1% |
Q1 2023 | $413,410 | +3.4% | 6,093 | 0.0% | 0.24% | -5.8% |
Q4 2022 | $399,762 | +8.3% | 6,093 | 0.0% | 0.26% | -4.1% |
Q3 2022 | $369,000 | -3.4% | 6,093 | 0.0% | 0.27% | +0.7% |
Q2 2022 | $382,000 | -17.3% | 6,093 | 0.0% | 0.27% | -2.9% |
Q1 2022 | $462,000 | -5.7% | 6,093 | 0.0% | 0.28% | +9.1% |
Q4 2021 | $490,000 | +3.6% | 6,093 | -1.2% | 0.25% | +4.6% |
Q3 2021 | $473,000 | -2.1% | 6,166 | 0.0% | 0.24% | -3.6% |
Q2 2021 | $483,000 | +3.6% | 6,166 | -1.6% | 0.25% | -1.2% |
Q1 2021 | $466,000 | +9.1% | 6,266 | 0.0% | 0.25% | -12.5% |
Q4 2020 | $427,000 | +29.8% | 6,266 | +0.2% | 0.29% | +4.7% |
Q3 2020 | $329,000 | 0.0% | 6,254 | 0.0% | 0.28% | -0.4% |
Q2 2020 | $329,000 | +17.9% | 6,254 | -5.5% | 0.28% | +4.1% |
Q1 2020 | $279,000 | +36.1% | 6,619 | +93.5% | 0.27% | +29.8% |
Q4 2019 | $205,000 | – | 3,421 | – | 0.20% | – |
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% |