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 | $696,969 | -4.7% | 10,298 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $731,467 | +4.7% | 10,298 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $698,719 | +103260.8% | 10,298 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $676 | -99.9% | 10,298 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $623,000 | -3.6% | 10,298 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $646,000 | -17.3% | 10,298 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $781,000 | -5.7% | 10,298 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $828,000 | +4.9% | 10,298 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $789,000 | +143.5% | 10,298 | +148.9% | 0.01% | +150.0% |
| Q2 2021 | $324,000 | +5.2% | 4,138 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $308,000 | – | 4,138 | – | 0.00% | – |
Download | ||||||
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% |