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 | $37,224 | -4.7% | 550 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $39,067 | +4.7% | 550 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $37,318 | +3.4% | 550 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $36,086 | +9.4% | 550 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $33,000 | -5.7% | 550 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $35,000 | -97.2% | 550 | -97.3% | 0.01% | -98.4% |
| Q4 2019 | $1,234,000 | +6.4% | 20,520 | 0.0% | 0.68% | +3.5% |
| Q3 2019 | $1,160,000 | -0.9% | 20,520 | 0.0% | 0.65% | -10.0% |
| Q2 2019 | $1,171,000 | +3.0% | 20,520 | 0.0% | 0.73% | -27.7% |
| Q1 2019 | $1,137,000 | +15.5% | 20,520 | 0.0% | 1.00% | -3.0% |
| Q4 2018 | $984,000 | – | 20,520 | – | 1.04% | – |
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% |