SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $55,744 | +3.0% | 800 | 0.0% | 0.06% | 0.0% |
| Q3 2023 | $54,144 | -4.7% | 800 | 0.0% | 0.06% | +3.8% |
| Q2 2023 | $56,824 | +1.5% | 800 | 0.0% | 0.05% | -15.9% |
| Q1 2023 | $55,976 | +99857.1% | 800 | 0.0% | 0.06% | +6.8% |
| Q4 2022 | $56 | -99.9% | 800 | 0.0% | 0.06% | +3.5% |
| Q3 2022 | $48,000 | -4.0% | 800 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $50,000 | -18.0% | 800 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $61,000 | -4.7% | 800 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $64,000 | +4.9% | 800 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $61,000 | -3.2% | 800 | 0.0% | 0.07% | -7.0% |
| Q2 2021 | $63,000 | +5.0% | 800 | 0.0% | 0.07% | -4.1% |
| Q1 2021 | $60,000 | – | 800 | – | 0.07% | – |
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% |