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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,359 | +10.0% | 3,572 | +1.7% | 0.00% | 0.0% |
| Q3 2022 | $213,000 | -7.4% | 3,511 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $230,000 | -32.2% | 3,664 | -18.1% | 0.00% | -50.0% |
| Q1 2022 | $339,000 | -17.9% | 4,475 | -12.8% | 0.00% | 0.0% |
| Q4 2021 | $413,000 | +57.0% | 5,133 | +49.4% | 0.00% | +100.0% |
| Q3 2021 | $263,000 | -12.6% | 3,436 | -10.8% | 0.00% | -50.0% |
| Q2 2021 | $301,000 | +19.0% | 3,852 | +13.1% | 0.00% | +100.0% |
| Q1 2021 | $253,000 | -15.1% | 3,405 | -22.1% | 0.00% | -50.0% |
| Q4 2020 | $298,000 | +26.8% | 4,370 | -29.4% | 0.00% | 0.0% |
| Q1 2020 | $235,000 | -28.4% | 6,189 | +13.6% | 0.00% | -33.3% |
| Q4 2019 | $328,000 | +55.5% | 5,449 | +45.7% | 0.00% | +50.0% |
| Q3 2019 | $211,000 | -2.8% | 3,740 | -1.6% | 0.00% | 0.0% |
| Q2 2019 | $217,000 | – | 3,800 | – | 0.00% | – |
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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% |