SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,436 | -4.6% | 5,252 | +0.1% | 0.37% | +11.1% |
| Q2 2023 | $372,526 | +4.4% | 5,245 | -0.3% | 0.33% | -2.1% |
| Q1 2023 | $356,799 | +6.1% | 5,259 | +2.6% | 0.34% | +5.3% |
| Q4 2022 | $336,411 | +5.1% | 5,127 | -0.9% | 0.32% | 0.0% |
| Q3 2022 | $320,000 | -6.2% | 5,174 | -3.7% | 0.32% | -0.6% |
| Q2 2022 | $341,000 | -14.8% | 5,375 | +2.0% | 0.32% | -4.1% |
| Q1 2022 | $400,000 | -9.1% | 5,269 | -3.7% | 0.34% | -4.0% |
| Q4 2021 | $440,000 | – | 5,469 | – | 0.35% | – |
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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% |