SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,681,182 | -5.1% | 54,391 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $3,877,055 | +1.7% | 54,583 | -2.8% | 0.01% | 0.0% |
| Q1 2023 | $3,810,632 | +8.6% | 56,163 | +5.0% | 0.01% | 0.0% |
| Q4 2022 | $3,508,983 | -28.7% | 53,482 | -34.2% | 0.01% | -37.5% |
| Q3 2022 | $4,921,000 | -7.9% | 81,303 | -4.6% | 0.01% | 0.0% |
| Q2 2022 | $5,346,000 | -6.1% | 85,233 | +13.6% | 0.01% | 0.0% |
| Q1 2022 | $5,692,000 | +0.6% | 75,027 | +6.7% | 0.01% | +14.3% |
| Q4 2021 | $5,657,000 | -3.8% | 70,333 | -8.3% | 0.01% | -22.2% |
| Q3 2021 | $5,882,000 | -0.9% | 76,724 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $5,938,000 | +5.6% | 75,864 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $5,621,000 | +39.7% | 75,530 | +28.0% | 0.01% | +28.6% |
| Q4 2020 | $4,024,000 | +45.7% | 59,010 | +18.5% | 0.01% | +16.7% |
| Q3 2020 | $2,762,000 | +33.9% | 49,788 | +27.0% | 0.01% | +20.0% |
| Q2 2020 | $2,062,000 | -19.5% | 39,194 | -35.5% | 0.01% | -28.6% |
| Q1 2020 | $2,561,000 | +67.7% | 60,802 | +139.6% | 0.01% | +133.3% |
| Q4 2019 | $1,527,000 | +89.0% | 25,376 | +77.9% | 0.00% | +50.0% |
| Q3 2019 | $808,000 | -53.0% | 14,262 | -52.6% | 0.00% | -50.0% |
| Q2 2019 | $1,718,000 | +474.6% | 30,068 | +457.8% | 0.00% | +300.0% |
| Q1 2019 | $299,000 | +32.3% | 5,390 | +38.8% | 0.00% | 0.0% |
| Q3 2018 | $226,000 | -8.9% | 3,882 | -29.4% | 0.00% | 0.0% |
| Q4 2016 | $248,000 | – | 5,496 | – | 0.00% | – |
Download | ||||||
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% |