SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $68 | +3.0% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $66 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 2 | -75.0% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | 0.0% | 8 | -42.9% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 14 | -6.7% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | -50.0% | 15 | -55.9% | 0.00% | -50.0% |
| Q4 2020 | $2,000 | 0.0% | 34 | -15.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -99.9% | 40 | -99.9% | 0.00% | -99.9% |
| Q2 2020 | $1,909,000 | +17.8% | 36,286 | -5.6% | 2.10% | +6.2% |
| Q1 2020 | $1,621,000 | -28.6% | 38,447 | +1.8% | 1.98% | -2.2% |
| Q4 2019 | $2,271,000 | – | 37,756 | – | 2.02% | – |
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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% |