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 | $233,022 | -4.7% | 3,443 | 0.0% | 0.13% | -14.6% |
| Q2 2023 | $244,556 | +4.7% | 3,443 | 0.0% | 0.16% | -12.8% |
| Q1 2023 | $233,608 | +3.4% | 3,443 | 0.0% | 0.18% | -17.4% |
| Q4 2022 | $225,895 | +8.6% | 3,443 | 0.0% | 0.22% | -2.7% |
| Q3 2022 | $208,000 | -3.7% | 3,443 | 0.0% | 0.22% | +5.2% |
| Q2 2022 | $216,000 | -17.2% | 3,443 | 0.0% | 0.21% | +1.4% |
| Q1 2022 | $261,000 | -31.7% | 3,443 | -27.4% | 0.21% | -16.0% |
| Q4 2021 | $382,000 | +4.9% | 4,744 | 0.0% | 0.25% | +5.0% |
| Q3 2021 | $364,000 | -1.9% | 4,744 | 0.0% | 0.24% | +2.1% |
| Q2 2021 | $371,000 | -21.4% | 4,744 | -25.3% | 0.23% | -27.2% |
| Q1 2021 | $472,000 | +7.0% | 6,347 | -1.9% | 0.32% | +3.9% |
| Q4 2020 | $441,000 | -23.8% | 6,469 | -38.1% | 0.31% | -31.6% |
| Q3 2020 | $579,000 | -20.2% | 10,444 | -24.3% | 0.45% | -29.1% |
| Q2 2020 | $726,000 | +26.3% | 13,800 | +1.1% | 0.64% | +5.1% |
| Q1 2020 | $575,000 | -72.9% | 13,650 | -61.3% | 0.60% | -58.4% |
| Q4 2019 | $2,120,000 | – | 35,241 | – | 1.45% | – |
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% |