SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,026 | -4.4% | 843 | +0.4% | 0.08% | -17.4% |
| Q2 2023 | $59,634 | +5.5% | 840 | +0.8% | 0.09% | +1.1% |
| Q1 2023 | $56,534 | +3.8% | 833 | +0.4% | 0.09% | -2.2% |
| Q4 2022 | $54,486 | +11.2% | 830 | +2.3% | 0.09% | +4.5% |
| Q3 2022 | $49,000 | +6.5% | 811 | +9.9% | 0.09% | +18.7% |
| Q2 2022 | $46,000 | -13.2% | 738 | +5.6% | 0.08% | -1.3% |
| Q1 2022 | $53,000 | -3.6% | 699 | +1.7% | 0.08% | +8.6% |
| Q4 2021 | $55,000 | +7.8% | 687 | +3.0% | 0.07% | +6.1% |
| Q3 2021 | $51,000 | 0.0% | 667 | +2.5% | 0.07% | -2.9% |
| Q2 2021 | $51,000 | +8.5% | 651 | +3.0% | 0.07% | +1.5% |
| Q1 2021 | $47,000 | +14.6% | 632 | +5.0% | 0.07% | +9.8% |
| Q4 2020 | $41,000 | +36.7% | 602 | +9.9% | 0.06% | +19.6% |
| Q3 2020 | $30,000 | +15.4% | 548 | +11.2% | 0.05% | -7.3% |
| Q2 2020 | $26,000 | +36.8% | 493 | +9.6% | 0.06% | +34.1% |
| Q1 2020 | $19,000 | -9.5% | 450 | +29.3% | 0.04% | -6.8% |
| Q4 2019 | $21,000 | +50.0% | 348 | +38.1% | 0.04% | +46.7% |
| Q3 2019 | $14,000 | +55.6% | 252 | +57.5% | 0.03% | +30.4% |
| Q2 2019 | $9,000 | -30.8% | 160 | -34.2% | 0.02% | -28.1% |
| Q1 2019 | $13,000 | +225.0% | 243 | +158.5% | 0.03% | +146.2% |
| Q4 2018 | $4,000 | -20.0% | 94 | +1.1% | 0.01% | -18.8% |
| Q3 2018 | $5,000 | +150.0% | 93 | +158.3% | 0.02% | +128.6% |
| Q2 2018 | $2,000 | – | 36 | – | 0.01% | – |
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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% |