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 | $911,125 | -7.5% | 13,462 | -1.4% | 0.99% | -3.2% |
| Q2 2023 | $984,934 | -2.9% | 13,659 | -10.8% | 1.02% | -11.6% |
| Q1 2023 | $1,014,203 | -5.7% | 15,320 | -6.6% | 1.16% | -10.2% |
| Q4 2022 | $1,075,818 | -16.8% | 16,397 | -23.2% | 1.29% | -23.2% |
| Q3 2022 | $1,292,353 | -28.1% | 21,351 | -25.5% | 1.68% | -25.9% |
| Q2 2022 | $1,797,609 | -26.4% | 28,656 | -11.0% | 2.27% | -3.9% |
| Q1 2022 | $2,443,604 | -7.0% | 32,212 | -1.4% | 2.36% | -4.3% |
| Q4 2021 | $2,628,861 | – | 32,685 | – | 2.46% | – |
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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% |