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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,276,144 | -6.5% | 18,856 | -1.8% | 0.05% | -2.0% |
| Q2 2023 | $1,364,398 | +5.0% | 19,209 | +0.3% | 0.05% | -2.0% |
| Q1 2023 | $1,299,520 | +369081.8% | 19,153 | +256.9% | 0.05% | +155.0% |
| Q4 2022 | $352 | -99.9% | 5,367 | +0.3% | 0.02% | 0.0% |
| Q3 2022 | $324,000 | -42.9% | 5,350 | -40.8% | 0.02% | -13.0% |
| Q2 2022 | $567,000 | -68.8% | 9,034 | -62.3% | 0.02% | -53.1% |
| Q1 2022 | $1,817,000 | -3.0% | 23,949 | +2.8% | 0.05% | +16.7% |
| Q4 2021 | $1,873,000 | +4.5% | 23,292 | -0.4% | 0.04% | -10.6% |
| Q3 2021 | $1,792,000 | -0.7% | 23,381 | +1.4% | 0.05% | -4.1% |
| Q2 2021 | $1,805,000 | -2.4% | 23,059 | -8.5% | 0.05% | 0.0% |
| Q1 2021 | $1,849,000 | – | 25,193 | – | 0.05% | – |
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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% |