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 | $117,966 | -4.7% | 1,743 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $123,805 | -20.4% | 1,743 | -24.0% | 0.07% | -27.7% |
| Q1 2023 | $155,580 | +3.4% | 2,293 | 0.0% | 0.10% | -9.0% |
| Q4 2022 | $150,444 | +8.2% | 2,293 | 0.0% | 0.11% | +2.8% |
| Q3 2022 | $139,000 | -10.9% | 2,293 | -8.0% | 0.11% | +2.9% |
| Q2 2022 | $156,000 | -17.5% | 2,493 | 0.0% | 0.10% | +2.9% |
| Q1 2022 | $189,000 | -6.0% | 2,493 | 0.0% | 0.10% | +37.8% |
| Q4 2021 | $201,000 | -16.6% | 2,493 | -20.7% | 0.07% | -22.9% |
| Q3 2021 | $241,000 | -2.0% | 3,143 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $246,000 | +5.1% | 3,143 | 0.0% | 0.10% | -3.9% |
| Q1 2021 | $234,000 | +9.3% | 3,143 | 0.0% | 0.10% | +10.9% |
| Q4 2020 | $214,000 | +21.6% | 3,143 | -1.0% | 0.09% | +5.7% |
| Q3 2020 | $176,000 | +4.1% | 3,174 | -1.0% | 0.09% | -9.4% |
| Q2 2020 | $169,000 | +25.2% | 3,206 | 0.0% | 0.10% | -16.5% |
| Q1 2020 | $135,000 | -20.6% | 3,206 | +13.6% | 0.12% | -17.9% |
| Q4 2019 | $170,000 | – | 2,821 | – | 0.14% | – |
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% |