SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,152,016 | -5.2% | 150,000 | -0.5% | 2.62% | -4.7% |
| Q2 2023 | $10,713,180 | +4.1% | 150,826 | -0.6% | 2.75% | +3.7% |
| Q1 2023 | $10,293,795 | +3.7% | 151,714 | +0.3% | 2.66% | +1.1% |
| Q4 2022 | $9,922,922 | +8.3% | 151,241 | -0.1% | 2.63% | +6.7% |
| Q3 2022 | $9,161,000 | -4.0% | 151,348 | -0.5% | 2.46% | +5.4% |
| Q2 2022 | $9,538,000 | -12.2% | 152,055 | +6.2% | 2.33% | -6.4% |
| Q1 2022 | $10,861,000 | -1.4% | 143,177 | +4.5% | 2.49% | +2.5% |
| Q4 2021 | $11,019,000 | +10.3% | 137,006 | +5.1% | 2.43% | +3.1% |
| Q3 2021 | $9,990,000 | -2.3% | 130,318 | -0.2% | 2.36% | -1.2% |
| Q2 2021 | $10,220,000 | +3.9% | 130,580 | -1.2% | 2.39% | -0.9% |
| Q1 2021 | $9,833,000 | +6.1% | 132,115 | -2.8% | 2.41% | -7.3% |
| Q4 2020 | $9,270,000 | +24.0% | 135,970 | +0.9% | 2.60% | +3.7% |
| Q3 2020 | $7,477,000 | +3.2% | 134,777 | -2.1% | 2.51% | -4.2% |
| Q2 2020 | $7,242,000 | +116.4% | 137,623 | +73.4% | 2.62% | +77.7% |
| Q1 2020 | $3,346,000 | -13.6% | 79,357 | +23.3% | 1.47% | +2.5% |
| Q4 2019 | $3,871,000 | +8.7% | 64,352 | +2.1% | 1.44% | +6.8% |
| Q3 2019 | $3,562,000 | +2.2% | 62,999 | +3.2% | 1.34% | +3.2% |
| Q2 2019 | $3,484,000 | +13.4% | 61,031 | +10.0% | 1.30% | +9.2% |
| Q1 2019 | $3,072,000 | +22.1% | 55,469 | +5.7% | 1.19% | +1.6% |
| Q4 2018 | $2,516,000 | +47.0% | 52,500 | +77.4% | 1.17% | +75.5% |
| Q3 2018 | $1,712,000 | +4.2% | 29,597 | -1.1% | 0.67% | -2.3% |
| Q2 2018 | $1,643,000 | +14.8% | 29,932 | +10.6% | 0.68% | +7.5% |
| Q1 2018 | $1,431,000 | -1.8% | 27,060 | -1.1% | 0.64% | -2.3% |
| Q4 2017 | $1,457,000 | +14.2% | 27,352 | +7.4% | 0.65% | +10.1% |
| Q3 2017 | $1,276,000 | +31.7% | 25,459 | +26.5% | 0.59% | +27.0% |
| Q2 2017 | $969,000 | +45.9% | 20,119 | +43.4% | 0.47% | +39.5% |
| Q1 2017 | $664,000 | +150.6% | 14,033 | +139.0% | 0.33% | +104.9% |
| Q4 2016 | $265,000 | – | 5,872 | – | 0.16% | – |
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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% |