SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,026,446 | +1.6% | 74,268 | +6.6% | 0.70% | -2.2% |
Q2 2023 | $4,948,942 | +12.8% | 69,674 | +5.8% | 0.71% | +0.8% |
Q1 2023 | $4,388,989 | +7.5% | 65,841 | +5.8% | 0.71% | -11.5% |
Q4 2022 | $4,081,919 | +8.2% | 62,215 | -0.2% | 0.80% | 0.0% |
Q3 2022 | $3,774,000 | -0.8% | 62,344 | +2.8% | 0.80% | -0.7% |
Q2 2022 | $3,803,000 | -15.2% | 60,622 | +3.9% | 0.80% | -2.1% |
Q1 2022 | $4,486,000 | +3.6% | 58,324 | +2.0% | 0.82% | +16.6% |
Q4 2021 | $4,332,000 | -8.1% | 57,195 | -8.0% | 0.70% | -17.0% |
Q3 2021 | $4,715,000 | 0.0% | 62,139 | 0.0% | 0.85% | -0.1% |
Q2 2021 | $4,715,000 | +9.1% | 62,139 | +7.0% | 0.85% | -0.2% |
Q1 2021 | $4,321,000 | +21.0% | 58,054 | +10.8% | 0.85% | +15.3% |
Q4 2020 | $3,572,000 | +32.1% | 52,385 | +14.6% | 0.74% | -1.9% |
Q3 2020 | $2,704,000 | -98.3% | 45,704 | -98.5% | 0.75% | -89.2% |
Q1 2020 | $162,207,000 | +6021.0% | 2,970,951 | +6644.0% | 6.95% | +2391.4% |
Q4 2019 | $2,650,000 | -74.1% | 44,053 | +19392.5% | 0.28% | +2225.0% |
Q4 2016 | $10,216,000 | – | 226 | – | 0.01% | – |
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% |