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 | $3,131,172 | -0.2% | 46,264 | +4.7% | 2.13% | +2.2% |
| Q2 2023 | $3,138,019 | +7.7% | 44,179 | +2.9% | 2.08% | +2.2% |
| Q1 2023 | $2,913,365 | +7.5% | 42,938 | +4.0% | 2.04% | +2.0% |
| Q4 2022 | $2,709,661 | +8.2% | 41,300 | -0.2% | 2.00% | 0.0% |
| Q3 2022 | $2,504,000 | +1.5% | 41,368 | +5.2% | 2.00% | +5.2% |
| Q2 2022 | $2,467,000 | -16.7% | 39,325 | +0.8% | 1.90% | -7.9% |
| Q1 2022 | $2,960,000 | +3.8% | 39,025 | +10.0% | 2.06% | +2.4% |
| Q4 2021 | $2,853,000 | – | 35,478 | – | 2.01% | – |
Download | ||||||
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% |