SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,199,425 | -4.6% | 17,722 | +0.1% | 1.26% | +1.9% |
| Q2 2023 | $1,257,728 | +4.5% | 17,707 | -0.2% | 1.24% | -0.4% |
| Q1 2023 | $1,203,998 | +2.9% | 17,745 | -0.5% | 1.25% | -1.2% |
| Q4 2022 | $1,170,481 | +14.0% | 17,840 | +5.4% | 1.26% | -68.7% |
| Q3 2022 | $1,027,000 | -7.4% | 16,920 | -4.3% | 4.04% | +224.1% |
| Q2 2022 | $1,109,000 | -16.2% | 17,687 | +1.5% | 1.24% | +3.3% |
| Q1 2022 | $1,324,000 | -8.0% | 17,428 | -2.5% | 1.20% | -0.8% |
| Q4 2021 | $1,439,000 | – | 17,871 | – | 1.22% | – |
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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% |