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 | $3,220,164 | -7.9% | 47,579 | -3.4% | 2.05% | -13.3% |
| Q2 2023 | $3,498,204 | +17.1% | 49,250 | +11.8% | 2.37% | +0.6% |
| Q1 2023 | $2,988,530 | -1.5% | 44,046 | -4.7% | 2.35% | -12.9% |
| Q4 2022 | $3,032,503 | +7.9% | 46,220 | -0.4% | 2.70% | +5.3% |
| Q3 2022 | $2,810,000 | -5.1% | 46,420 | -1.6% | 2.56% | -20.5% |
| Q2 2022 | $2,960,000 | -18.4% | 47,187 | -1.3% | 3.22% | -15.0% |
| Q1 2022 | $3,626,000 | -4.7% | 47,795 | +1.0% | 3.79% | -1.7% |
| Q4 2021 | $3,805,000 | +3.3% | 47,312 | -1.5% | 3.85% | +10.8% |
| Q3 2021 | $3,682,000 | -0.8% | 48,026 | +1.2% | 3.48% | +4.1% |
| Q2 2021 | $3,713,000 | -0.1% | 47,440 | -5.0% | 3.34% | -7.0% |
| Q1 2021 | $3,716,000 | – | 49,932 | – | 3.59% | – |
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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% |