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 | $79,673,493 | -8.1% | 1,177,209 | -3.6% | 0.39% | +14.5% |
| Q2 2023 | $86,730,786 | +28.1% | 1,221,045 | +24.9% | 0.34% | +111.2% |
| Q1 2023 | $67,679,581 | +7.1% | 977,641 | +1.5% | 0.16% | -60.5% |
| Q4 2022 | $63,211,229 | +44.2% | 963,417 | +37.8% | 0.40% | -16.5% |
| Q2 2022 | $43,850,000 | -15.7% | 699,330 | +2.0% | 0.48% | -40.0% |
| Q1 2022 | $51,994,000 | -6.9% | 685,397 | -1.3% | 0.81% | -4.9% |
| Q4 2021 | $55,867,000 | +26128.6% | 694,603 | +17308.6% | 0.85% | +5971.4% |
| Q4 2017 | $213,000 | – | 3,990 | – | 0.01% | – |
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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% |