SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $55,744 | +3.0% | 800 | 0.0% | 0.06% | 0.0% |
| Q3 2023 | $54,144 | -4.7% | 800 | 0.0% | 0.06% | +3.8% |
| Q2 2023 | $56,824 | +1.5% | 800 | 0.0% | 0.05% | -15.9% |
| Q1 2023 | $55,976 | +99857.1% | 800 | 0.0% | 0.06% | +6.8% |
| Q4 2022 | $56 | -99.9% | 800 | 0.0% | 0.06% | +3.5% |
| Q3 2022 | $48,000 | -4.0% | 800 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $50,000 | -18.0% | 800 | 0.0% | 0.06% | -11.1% |
| Q1 2022 | $61,000 | -4.7% | 800 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $64,000 | +4.9% | 800 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $61,000 | -3.2% | 800 | 0.0% | 0.07% | -7.0% |
| Q2 2021 | $63,000 | +5.0% | 800 | 0.0% | 0.07% | -4.1% |
| Q1 2021 | $60,000 | – | 800 | – | 0.07% | – |
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% |