SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,353,650 | +66.3% | 197,306 | +74.6% | 0.20% | +57.9% |
| Q2 2023 | $8,028,419 | +7.5% | 113,029 | +2.7% | 0.13% | -9.4% |
| Q1 2023 | $7,470,970 | -18.1% | 110,110 | -20.8% | 0.14% | -37.7% |
| Q4 2022 | $9,121,232 | -39.0% | 139,022 | -43.7% | 0.22% | -52.1% |
| Q3 2022 | $14,956,000 | -17.1% | 247,082 | -14.1% | 0.47% | -14.8% |
| Q2 2022 | $18,044,000 | -17.5% | 287,641 | -0.2% | 0.55% | -23.7% |
| Q1 2022 | $21,875,000 | -5.4% | 288,359 | +0.2% | 0.72% | -4.1% |
| Q4 2021 | $23,135,000 | +4357.6% | 287,643 | +4151.3% | 0.75% | +3836.8% |
| Q3 2021 | $519,000 | – | 6,766 | – | 0.02% | – |
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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% |