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 | $256,913 | -12.1% | 3,796 | -7.8% | 0.19% | -12.2% |
Q2 2023 | $292,359 | -52.3% | 4,116 | -54.4% | 0.21% | -11.2% |
Q1 2023 | $612,278 | +84.1% | 9,024 | +78.0% | 0.24% | -15.8% |
Q4 2022 | $332,577 | +1285.7% | 5,069 | +1572.9% | 0.28% | +1400.0% |
Q4 2021 | $24,000 | – | 303 | – | 0.02% | – |
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% |