SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $808,000 | -3.1% | 10,050 | -7.6% | 0.16% | -8.8% |
| Q3 2021 | $834,000 | -7.7% | 10,878 | -5.9% | 0.18% | -3.7% |
| Q2 2021 | $904,000 | +5.1% | 11,555 | 0.0% | 0.19% | -3.6% |
| Q1 2021 | $860,000 | +6.8% | 11,555 | -22.3% | 0.20% | -42.3% |
| Q3 2020 | $805,000 | -63.3% | 14,880 | -64.3% | 0.34% | -74.2% |
| Q2 2020 | $2,194,000 | – | 41,698 | – | 1.31% | – |
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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% |