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 | $1,424,326 | +33.4% | 21,045 | +40.0% | 0.02% | +33.3% |
| Q2 2023 | $1,067,936 | +6.6% | 15,035 | +1.8% | 0.02% | -6.2% |
| Q1 2023 | $1,002,077 | -4.9% | 14,769 | -8.0% | 0.02% | -11.1% |
| Q4 2022 | $1,053,303 | -15.1% | 16,054 | -21.7% | 0.02% | -25.0% |
| Q3 2022 | $1,241,000 | -50.3% | 20,502 | -48.5% | 0.02% | -50.0% |
| Q2 2022 | $2,497,000 | -45.6% | 39,799 | -34.2% | 0.05% | -36.0% |
| Q1 2022 | $4,589,000 | +2.4% | 60,496 | +8.6% | 0.08% | +5.6% |
| Q4 2021 | $4,481,000 | +26.9% | 55,718 | +21.0% | 0.07% | +18.3% |
| Q3 2021 | $3,530,000 | +22.3% | 46,043 | +24.9% | 0.06% | +20.0% |
| Q2 2021 | $2,886,000 | +36.1% | 36,870 | +29.4% | 0.05% | +11.1% |
| Q1 2021 | $2,121,000 | -11.9% | 28,495 | -19.3% | 0.04% | -18.2% |
| Q4 2020 | $2,408,000 | +24.6% | 35,316 | +1.4% | 0.06% | +10.0% |
| Q3 2020 | $1,933,000 | +35.8% | 34,844 | +28.8% | 0.05% | +22.0% |
| Q2 2020 | $1,423,000 | +33.1% | 27,052 | +6.7% | 0.04% | +7.9% |
| Q1 2020 | $1,069,000 | -48.0% | 25,356 | -25.8% | 0.04% | -36.7% |
| Q4 2019 | $2,056,000 | – | 34,173 | – | 0.06% | – |
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% |