SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,919 | -9.2% | 4,328 | -4.7% | 0.08% | -2.4% |
| Q2 2023 | $322,689 | +5.1% | 4,543 | +0.4% | 0.08% | -1.2% |
| Q1 2023 | $307,157 | +6.0% | 4,527 | +2.5% | 0.08% | +3.7% |
| Q4 2022 | $289,734 | +14.1% | 4,416 | +12.7% | 0.08% | +9.3% |
| Q3 2022 | $254,000 | +3.3% | 3,918 | +0.0% | 0.08% | +2.7% |
| Q2 2022 | $246,000 | -18.5% | 3,917 | -1.7% | 0.07% | +5.8% |
| Q1 2022 | $302,000 | +49.5% | 3,985 | +51.1% | 0.07% | +50.0% |
| Q3 2021 | $202,000 | -3.3% | 2,637 | -1.2% | 0.05% | -4.2% |
| Q2 2021 | $209,000 | – | 2,670 | – | 0.05% | – |
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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% |