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 | $6,975,914 | -48.3% | 103,072 | -45.7% | 1.96% | +4.3% |
| Q2 2023 | $13,484,200 | +138.7% | 189,838 | +120.5% | 1.88% | +10.0% |
| Q1 2023 | $5,648,626 | 0.0% | 86,094 | 0.0% | 1.71% | 0.0% |
| Q4 2022 | $5,648,626 | +8.9% | 86,094 | +0.4% | 1.71% | -0.1% |
| Q3 2022 | $5,188,000 | -0.8% | 85,715 | +2.8% | 1.71% | +5.5% |
| Q2 2022 | $5,228,000 | -58.3% | 83,347 | -49.6% | 1.62% | -4.8% |
| Q1 2022 | $12,548,000 | +93.2% | 165,414 | +104.8% | 1.70% | -2.1% |
| Q4 2021 | $6,496,000 | +8.1% | 80,764 | +3.0% | 1.74% | +4.3% |
| Q3 2021 | $6,009,000 | – | 78,383 | – | 1.67% | – |
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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% |