SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $447 | -5.7% | 6,612 | -0.9% | 0.50% | -8.2% |
Q2 2023 | $474 | +16.5% | 6,675 | +11.2% | 0.54% | +24.2% |
Q1 2023 | $407 | +3.6% | 6,001 | +0.3% | 0.43% | -3.3% |
Q4 2022 | $393 | -100.0% | 5,983 | -95.4% | 0.45% | -87.6% |
Q3 2022 | $7,834,000 | -49.9% | 129,424 | -48.0% | 3.62% | +0.9% |
Q2 2022 | $15,622,000 | +68.1% | 249,048 | +103.3% | 3.59% | -6.2% |
Q1 2022 | $9,295,000 | -1.9% | 122,531 | +4.0% | 3.83% | -6.9% |
Q4 2021 | $9,474,000 | +8.5% | 117,796 | +3.4% | 4.11% | +15.9% |
Q3 2021 | $8,733,000 | +1.8% | 113,912 | +3.9% | 3.54% | +3.1% |
Q2 2021 | $8,580,000 | +12.2% | 109,616 | +6.7% | 3.44% | +8.4% |
Q1 2021 | $7,644,000 | +26.9% | 102,696 | +16.2% | 3.17% | +24.4% |
Q4 2020 | $6,025,000 | +27.3% | 88,374 | +3.6% | 2.55% | +25.9% |
Q3 2020 | $4,733,000 | +8.8% | 85,310 | +3.1% | 2.03% | +1.2% |
Q2 2020 | $4,352,000 | -27.6% | 82,708 | -42.0% | 2.00% | -5.4% |
Q1 2020 | $6,012,000 | +12.1% | 142,606 | +59.9% | 2.12% | +11.5% |
Q4 2019 | $5,363,000 | – | 89,159 | – | 1.90% | – |
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% |