SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $631,454 | -3.7% | 9,330 | +1.1% | 0.60% | +1.5% |
| Q2 2023 | $655,607 | +4.7% | 9,230 | 0.0% | 0.59% | -1.8% |
| Q1 2023 | $626,256 | +3.4% | 9,230 | 0.0% | 0.60% | -3.1% |
| Q4 2022 | $605,580 | +10.7% | 9,230 | +2.2% | 0.62% | -2.5% |
| Q3 2022 | $547,000 | -1.3% | 9,030 | +2.3% | 0.64% | +4.8% |
| Q2 2022 | $554,000 | -17.3% | 8,830 | 0.0% | 0.61% | +0.2% |
| Q1 2022 | $670,000 | -10.7% | 8,830 | -5.4% | 0.61% | -10.2% |
| Q4 2021 | $750,000 | – | 9,330 | – | 0.68% | – |
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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% |