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 | $485,971 | -13.2% | 7,180 | -8.9% | 0.26% | -12.6% |
| Q2 2023 | $559,794 | +1.8% | 7,881 | -2.8% | 0.29% | -3.9% |
| Q1 2023 | $549,869 | -42.3% | 8,104 | -44.2% | 0.30% | -47.0% |
| Q4 2022 | $952,463 | +327.1% | 14,517 | +294.7% | 0.58% | +275.8% |
| Q3 2022 | $223,000 | -43.4% | 3,678 | -41.4% | 0.15% | -42.5% |
| Q2 2022 | $394,000 | +60.8% | 6,273 | +96.6% | 0.27% | +18.8% |
| Q3 2021 | $245,000 | – | 3,191 | – | 0.22% | – |
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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% |