SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,655,642 | -10.9% | 24,452 | -6.1% | 0.17% | -12.0% |
| Q2 2023 | $1,858,777 | +5.2% | 26,042 | -0.0% | 0.19% | -5.4% |
| Q1 2023 | $1,767,336 | +11.1% | 26,048 | +7.4% | 0.20% | -0.5% |
| Q4 2022 | $1,591,028 | +143.6% | 24,250 | +124.8% | 0.20% | +107.1% |
| Q3 2022 | $653,000 | +20.5% | 10,789 | +24.8% | 0.10% | +12.6% |
| Q2 2022 | $542,000 | -32.0% | 8,645 | -17.7% | 0.09% | -35.6% |
| Q1 2022 | $797,000 | – | 10,505 | – | 0.14% | – |
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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% |