GREENLEAF TRUST - SCHWAB STRATEGIC TR ownership

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
GREENLEAF TRUST ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$696,969
-4.7%
10,2980.0%0.01%0.0%
Q2 2023$731,467
+4.7%
10,2980.0%0.01%0.0%
Q1 2023$698,719
+103260.8%
10,2980.0%0.01%
-11.1%
Q4 2022$676
-99.9%
10,2980.0%0.01%0.0%
Q3 2022$623,000
-3.6%
10,2980.0%0.01%
-10.0%
Q2 2022$646,000
-17.3%
10,2980.0%0.01%
+11.1%
Q1 2022$781,000
-5.7%
10,2980.0%0.01%
-10.0%
Q4 2021$828,000
+4.9%
10,2980.0%0.01%0.0%
Q3 2021$789,000
+143.5%
10,298
+148.9%
0.01%
+150.0%
Q2 2021$324,000
+5.2%
4,1380.0%0.00%0.0%
Q1 2021$308,0004,1380.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
OLD DOMINION CAPITAL MANAGEMENT INC 169,219$6,884,0007.12%
Leisure Capital Management 130,049$5,290,0005.09%
WealthTrust-Arizona, LLC 141,816$5,769,0004.84%
Avior Wealth Management, LLC 135,093$5,496,0004.37%
PLANNING ALTERNATIVES LTD /ADV 478,776$19,477,0004.18%
Ironwood Financial, llc 174,565$7,103,0003.91%
FINANCIAL CONSULATE, INC 135,500$5,512,0003.63%
SVA Wealth Management, LLC 202,415$8,234,0002.99%
Madden Advisory Services, Inc. 118,883$4,836,0002.75%
Legacy Wealth Management, Inc 175,942$7,157,0002.57%
View complete list of SCHWAB STRATEGIC TR shareholders