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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $115,998 | +8.4% | 1,768 | – | 0.04% | +4.9% |
| Q3 2022 | $107,000 | -3.6% | 0 | -100.0% | 0.04% | +10.8% |
| Q2 2022 | $111,000 | -17.2% | 1,768 | 0.0% | 0.04% | -9.8% |
| Q1 2022 | $134,000 | -1.5% | 1,768 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $136,000 | -1.4% | 1,768 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $138,000 | +14.0% | 1,768 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $121,000 | +17.5% | 1,768 | -4.3% | 0.04% | +5.1% |
| Q3 2020 | $103,000 | +6.2% | 1,848 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $97,000 | +24.4% | 1,848 | 0.0% | 0.04% | +18.2% |
| Q1 2020 | $78,000 | -14.3% | 1,848 | +21.7% | 0.03% | +13.8% |
| Q4 2019 | $91,000 | +5.8% | 1,518 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $86,000 | +3.6% | 1,518 | +4.3% | 0.03% | -3.4% |
| Q2 2019 | $83,000 | +2.5% | 1,455 | 0.0% | 0.03% | +7.4% |
| Q1 2019 | $81,000 | +15.7% | 1,455 | 0.0% | 0.03% | +12.5% |
| Q4 2018 | $70,000 | -16.7% | 1,455 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $84,000 | +5.0% | 1,455 | 0.0% | 0.02% | -34.2% |
| Q2 2018 | $80,000 | -3.6% | 1,455 | -7.3% | 0.04% | +46.2% |
| Q1 2018 | $83,000 | +1.2% | 1,570 | +1.6% | 0.03% | 0.0% |
| Q4 2017 | $82,000 | +6.5% | 1,545 | +0.1% | 0.03% | +4.0% |
| Q3 2017 | $77,000 | +10.0% | 1,544 | +6.1% | 0.02% | +4.2% |
| Q2 2017 | $70,000 | +1.4% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $69,000 | +4.5% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $66,000 | +4.8% | 1,455 | 0.0% | 0.02% | +9.1% |
| Q3 2016 | $63,000 | +3.3% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $61,000 | +3.4% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $59,000 | +1.7% | 1,455 | 0.0% | 0.02% | +10.0% |
| Q4 2015 | $58,000 | +1.8% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $57,000 | -8.1% | 1,455 | 0.0% | 0.02% | -4.8% |
| Q2 2015 | $62,000 | -1.6% | 1,455 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $63,000 | -16.0% | 1,455 | -18.5% | 0.02% | -16.0% |
| Q4 2014 | $75,000 | +4.2% | 1,785 | 0.0% | 0.02% | -3.8% |
| Q3 2014 | $72,000 | -8.9% | 1,785 | -8.9% | 0.03% | -10.3% |
| Q2 2014 | $79,000 | +3.9% | 1,960 | 0.0% | 0.03% | -3.3% |
| Q1 2014 | $76,000 | -1.3% | 1,960 | -4.3% | 0.03% | 0.0% |
| Q4 2013 | $77,000 | -12.5% | 2,048 | -19.8% | 0.03% | -21.1% |
| Q3 2013 | $88,000 | +7.3% | 2,554 | 0.0% | 0.04% | -2.6% |
| Q2 2013 | $82,000 | – | 2,554 | – | 0.04% | – |
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% |