SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $201,000 | -5.6% | 2,649 | +0.1% | 0.10% | +10.9% |
Q4 2021 | $213,000 | +4.9% | 2,646 | +0.1% | 0.09% | +2.2% |
Q3 2021 | $203,000 | -9.4% | 2,643 | -7.5% | 0.09% | -13.5% |
Q2 2021 | $224,000 | +8.7% | 2,857 | +3.4% | 0.10% | +4.0% |
Q1 2021 | $206,000 | +2.5% | 2,764 | -6.2% | 0.10% | -1.0% |
Q4 2020 | $201,000 | – | 2,948 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OLD DOMINION CAPITAL MANAGEMENT INC | 169,219 | $6,884,000 | 7.12% |
Leisure Capital Management | 130,049 | $5,290,000 | 5.09% |
WealthTrust-Arizona, LLC | 141,816 | $5,769,000 | 4.84% |
Avior Wealth Management, LLC | 135,093 | $5,496,000 | 4.37% |
PLANNING ALTERNATIVES LTD /ADV | 478,776 | $19,477,000 | 4.18% |
Ironwood Financial, llc | 174,565 | $7,103,000 | 3.91% |
FINANCIAL CONSULATE, INC | 135,500 | $5,512,000 | 3.63% |
SVA Wealth Management, LLC | 202,415 | $8,234,000 | 2.99% |
Madden Advisory Services, Inc. | 118,883 | $4,836,000 | 2.75% |
Legacy Wealth Management, Inc | 175,942 | $7,157,000 | 2.57% |