Waterloo Capital, L.P. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.

Quarter-by-quarter ownership
Waterloo Capital, L.P. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$362,599
-17.2%
5,358
-13.1%
0.11%
-17.8%
Q2 2023$437,844
-31.6%
6,164
-34.6%
0.13%
-34.8%
Q1 2023$639,9289,4320.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
OLD DOMINION CAPITAL MANAGEMENT INC 169,219$6,884,0007.12%
Leisure Capital Management 130,049$5,290,0005.09%
WealthTrust-Arizona, LLC 141,816$5,769,0004.84%
Avior Wealth Management, LLC 135,093$5,496,0004.37%
PLANNING ALTERNATIVES LTD /ADV 478,776$19,477,0004.18%
Ironwood Financial, llc 174,565$7,103,0003.91%
FINANCIAL CONSULATE, INC 135,500$5,512,0003.63%
SVA Wealth Management, LLC 202,415$8,234,0002.99%
Madden Advisory Services, Inc. 118,883$4,836,0002.75%
Legacy Wealth Management, Inc 175,942$7,157,0002.57%
View complete list of SCHWAB STRATEGIC TR shareholders