SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $684,628 | +13.6% | 10,116 | +19.3% | 0.05% | +16.3% |
| Q2 2023 | $602,473 | +15.4% | 8,482 | +10.3% | 0.04% | +16.2% |
| Q1 2023 | $521,933 | +4.2% | 7,692 | +0.7% | 0.04% | -5.1% |
| Q4 2022 | $501,008 | +25.6% | 7,636 | +15.9% | 0.04% | +18.2% |
| Q3 2022 | $399,000 | +9.0% | 6,591 | +13.1% | 0.03% | +13.8% |
| Q2 2022 | $366,000 | +3.7% | 5,829 | +25.2% | 0.03% | +20.8% |
| Q1 2022 | $353,000 | +17.3% | 4,655 | +24.4% | 0.02% | +20.0% |
| Q4 2021 | $301,000 | -25.9% | 3,742 | -37.2% | 0.02% | -52.4% |
| Q4 2020 | $406,000 | -20.7% | 5,958 | -30.0% | 0.04% | -35.4% |
| Q4 2019 | $512,000 | – | 8,506 | – | 0.06% | – |
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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% |