SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 167 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,400 | -4.7% | 5,000 | 0.0% | 0.03% | -7.1% |
| Q2 2023 | $355,150 | +4.7% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $339,250 | +3.4% | 5,000 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $328,050 | -15.2% | 5,000 | -21.8% | 0.03% | -25.6% |
| Q3 2022 | $387,000 | -3.5% | 6,390 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $401,000 | +62.3% | 6,390 | +96.6% | 0.04% | +77.3% |
| Q1 2022 | $247,000 | -5.4% | 3,250 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $261,000 | +5.2% | 3,250 | 0.0% | 0.02% | -23.3% |
| Q3 2021 | $248,000 | -2.4% | 3,250 | 0.0% | 0.03% | +20.0% |
| Q2 2021 | $254,000 | +5.0% | 3,250 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $242,000 | +9.0% | 3,250 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $222,000 | +23.3% | 3,250 | 0.0% | 0.02% | +9.1% |
| Q3 2020 | $180,000 | +5.3% | 3,250 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $171,000 | +24.8% | 3,250 | 0.0% | 0.02% | +9.5% |
| Q1 2020 | $137,000 | +0.7% | 3,250 | +3.0% | 0.02% | -16.0% |
| Q1 2015 | $136,000 | -99.9% | 3,155 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $128,345,000 | +105100.8% | 3,155 | 0.0% | 0.02% | +4.2% |
| Q3 2014 | $122,000 | – | 3,155 | – | 0.02% | – |
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% |