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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,975,914 | -48.3% | 103,072 | -45.7% | 1.96% | +4.3% |
| Q2 2023 | $13,484,200 | +138.7% | 189,838 | +120.5% | 1.88% | +10.0% |
| Q1 2023 | $5,648,626 | 0.0% | 86,094 | 0.0% | 1.71% | 0.0% |
| Q4 2022 | $5,648,626 | +8.9% | 86,094 | +0.4% | 1.71% | -0.1% |
| Q3 2022 | $5,188,000 | -0.8% | 85,715 | +2.8% | 1.71% | +5.5% |
| Q2 2022 | $5,228,000 | -58.3% | 83,347 | -49.6% | 1.62% | -4.8% |
| Q1 2022 | $12,548,000 | +93.2% | 165,414 | +104.8% | 1.70% | -2.1% |
| Q4 2021 | $6,496,000 | +8.1% | 80,764 | +3.0% | 1.74% | +4.3% |
| Q3 2021 | $6,009,000 | – | 78,383 | – | 1.67% | – |
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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% |