SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,221,743 | -2.5% | 62,378 | +2.3% | 1.90% | -22.1% |
| Q2 2023 | $4,329,847 | -5.9% | 60,958 | -10.1% | 2.44% | -17.9% |
| Q1 2023 | $4,599,891 | +116411.9% | 67,795 | +12.7% | 2.97% | +25.4% |
| Q4 2022 | $3,948 | -99.9% | 60,172 | +14.2% | 2.37% | +13.6% |
| Q3 2022 | $3,189,000 | +3.3% | 52,691 | +7.1% | 2.09% | +3.6% |
| Q2 2022 | $3,087,000 | -4.2% | 49,217 | +15.9% | 2.02% | +6.7% |
| Q1 2022 | $3,221,000 | +1.5% | 42,462 | +7.6% | 1.89% | +3.0% |
| Q4 2021 | $3,174,000 | – | 39,467 | – | 1.83% | – |
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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% |