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 | $4,619,502 | -4.9% | 68,255 | -0.1% | 3.58% | -0.1% |
Q2 2023 | $4,855,382 | +6.0% | 68,357 | +1.2% | 3.58% | -2.9% |
Q1 2023 | $4,581,216 | +0.8% | 67,520 | -2.5% | 3.69% | -4.4% |
Q4 2022 | $4,543,776 | +11.3% | 69,254 | +2.7% | 3.85% | -8.2% |
Q3 2022 | $4,083,000 | -12.4% | 67,447 | -9.3% | 4.20% | -7.6% |
Q2 2022 | $4,663,000 | -6.1% | 74,328 | +13.6% | 4.54% | +7.5% |
Q1 2022 | $4,964,000 | -1.4% | 65,439 | +4.6% | 4.23% | +21.0% |
Q4 2021 | $5,032,000 | +5.7% | 62,564 | +0.7% | 3.49% | +4.5% |
Q3 2021 | $4,761,000 | -1.9% | 62,102 | +0.2% | 3.34% | -2.6% |
Q2 2021 | $4,851,000 | +7.7% | 61,975 | +2.4% | 3.43% | -0.4% |
Q1 2021 | $4,505,000 | -26.2% | 60,526 | -32.4% | 3.44% | -36.6% |
Q4 2020 | $6,107,000 | +24.9% | 89,566 | +1.6% | 5.44% | +9.8% |
Q3 2020 | $4,889,000 | +8.8% | 88,115 | +3.2% | 4.95% | +0.6% |
Q2 2020 | $4,494,000 | – | 85,405 | – | 4.92% | – |
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% |