SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,000 | -33.3% | 40 | -7.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -40.0% | 43 | -37.7% | 0.00% | -100.0% |
| Q2 2021 | $5,000 | 0.0% | 69 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -44.4% | 66 | -50.0% | 0.00% | -50.0% |
| Q4 2020 | $9,000 | +200.0% | 132 | +120.0% | 0.00% | +100.0% |
| Q2 2020 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -40.0% | 60 | -22.1% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | – | 77 | – | 0.00% | – |
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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% |