SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 724 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,123 | -0.7% | 16,596 | +4.2% | 0.74% | +1.5% |
| Q2 2023 | $1,131 | +5.9% | 15,929 | +1.2% | 0.73% | -0.8% |
| Q1 2023 | $1,068 | +2.9% | 15,739 | -0.5% | 0.74% | -6.4% |
| Q4 2022 | $1,038 | -99.8% | 15,821 | +55.9% | 0.79% | +60.1% |
| Q3 2022 | $614,000 | +0.3% | 10,149 | +4.1% | 0.49% | -12.3% |
| Q2 2022 | $612,000 | +2.9% | 9,751 | +24.4% | 0.56% | +16.8% |
| Q1 2022 | $595,000 | -4.6% | 7,840 | +1.0% | 0.48% | -7.5% |
| Q4 2021 | $624,000 | – | 7,759 | – | 0.52% | – |
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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% |