HILL ISLAND FINANCIAL LLC - SCHWAB STRATEGIC TR ownership

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
HILL ISLAND FINANCIAL LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$458,728
-4.7%
6,7780.0%0.18%0.0%
Q2 2023$481,434
+7.1%
6,7780.0%0.18%
+0.6%
Q1 2023$449,714
+1.1%
6,7780.0%0.18%
-6.2%
Q4 2022$444,698
+9.0%
6,778
+0.5%
0.19%
+1.6%
Q3 2022$408,000
-3.1%
6,743
+0.5%
0.19%
+1.6%
Q2 2022$421,000
-17.0%
6,712
+0.4%
0.19%0.0%
Q1 2022$507,000
-5.6%
6,682
+0.1%
0.19%
-2.6%
Q4 2021$537,0006,6730.19%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
HT Partners LLC 498,318$19,559,00012.67%
Brouwer & Janachowski, LLC 501,958$20,113,00010.86%
Legacy Wealth Management, Inc 839,037$33,620,0009.43%
OLD DOMINION CAPITAL MANAGEMENT INC 163,411$6,548,0008.27%
SVA Wealth Management, LLC 1,152,237$46,170,0007.99%
Sharkey, Howes & Javer 262,531$10,520,0007.34%
Financial Management Professionals, Inc. 352,400$14,120,0007.24%
Kernodle & Katon Asset Management Group, LLC 178,194$7,140,0006.84%
WealthTrust-Arizona, LLC 271,170$10,865,0006.54%
Moisand Fitzgerald Tamayo, LLC 168,942$6,770,0005.82%
View complete list of SCHWAB STRATEGIC TR shareholders