SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,539,059 | -4.3% | 23,119 | +5.3% | 1.10% | -2.4% |
| Q2 2023 | $1,609,044 | +16.0% | 21,946 | +4.9% | 1.13% | +6.7% |
| Q1 2023 | $1,386,836 | -8.6% | 20,918 | -1.6% | 1.06% | -9.5% |
| Q4 2022 | $1,517,722 | +43.3% | 21,260 | +21.5% | 1.17% | +26.3% |
| Q3 2022 | $1,059,000 | -5.0% | 17,492 | -0.0% | 0.92% | +1.5% |
| Q2 2022 | $1,115,000 | -7.3% | 17,499 | +3.1% | 0.91% | -3.7% |
| Q1 2022 | $1,203,000 | -8.7% | 16,972 | -1.8% | 0.95% | -4.8% |
| Q4 2021 | $1,318,000 | – | 17,280 | – | 0.99% | – |
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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% |