SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,199,425 | -4.6% | 17,722 | +0.1% | 1.26% | +1.9% |
| Q2 2023 | $1,257,728 | +4.5% | 17,707 | -0.2% | 1.24% | -0.4% |
| Q1 2023 | $1,203,998 | +2.9% | 17,745 | -0.5% | 1.25% | -1.2% |
| Q4 2022 | $1,170,481 | +14.0% | 17,840 | +5.4% | 1.26% | -68.7% |
| Q3 2022 | $1,027,000 | -7.4% | 16,920 | -4.3% | 4.04% | +224.1% |
| Q2 2022 | $1,109,000 | -16.2% | 17,687 | +1.5% | 1.24% | +3.3% |
| Q1 2022 | $1,324,000 | -8.0% | 17,428 | -2.5% | 1.20% | -0.8% |
| Q4 2021 | $1,439,000 | – | 17,871 | – | 1.22% | – |
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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% |