SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 746 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,231,100 | -4.9% | 18,190 | -0.2% | 0.12% | -7.5% |
| Q2 2023 | $1,294,238 | +0.0% | 18,221 | -7.6% | 0.13% | -4.3% |
| Q1 2023 | $1,294,027 | +0.0% | 19,723 | 0.0% | 0.14% | -0.7% |
| Q4 2022 | $1,294,026 | -1.7% | 19,723 | -9.3% | 0.14% | -9.1% |
| Q3 2022 | $1,316,000 | -4.6% | 21,734 | -1.1% | 0.15% | +2.7% |
| Q2 2022 | $1,379,000 | -15.5% | 21,978 | +2.2% | 0.15% | -3.2% |
| Q1 2022 | $1,632,000 | +12.4% | 21,508 | +19.1% | 0.16% | +18.3% |
| Q4 2021 | $1,452,000 | +3.9% | 18,054 | -1.0% | 0.13% | -3.7% |
| Q3 2021 | $1,398,000 | -2.1% | 18,240 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $1,428,000 | -16.2% | 18,240 | -20.4% | 0.14% | +6.2% |
| Q1 2021 | $1,705,000 | +3.3% | 22,908 | -5.4% | 0.13% | -33.2% |
| Q4 2020 | $1,650,000 | – | 24,206 | – | 0.19% | – |
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% |