SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 766 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,822 | -6.2% | 4,238 | -1.6% | 0.06% | -7.8% |
| Q2 2023 | $305,856 | +4.8% | 4,306 | +0.1% | 0.06% | 0.0% |
| Q1 2023 | $291,783 | +3.5% | 4,300 | +0.1% | 0.06% | -8.6% |
| Q4 2022 | $281,844 | +12.7% | 4,296 | +3.8% | 0.07% | -1.4% |
| Q3 2022 | $250,000 | -71.0% | 4,138 | -69.9% | 0.07% | -71.5% |
| Q2 2022 | $861,000 | -42.3% | 13,733 | -30.2% | 0.25% | -38.2% |
| Q1 2022 | $1,493,000 | – | 19,676 | – | 0.40% | – |
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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% |