SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 646 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,101,021 | +3.4% | 16,227 | 0.0% | 0.26% | -4.1% |
| Q4 2022 | $1,065,000 | +8.2% | 16,227 | -0.2% | 0.27% | -7.6% |
| Q3 2022 | $984,000 | -3.5% | 16,259 | +0.0% | 0.29% | +3.2% |
| Q2 2022 | $1,020,000 | -17.0% | 16,258 | +0.4% | 0.28% | +4.9% |
| Q1 2022 | $1,229,000 | -5.6% | 16,195 | +0.0% | 0.27% | +4.3% |
| Q4 2021 | $1,302,000 | +4.7% | 16,194 | -0.1% | 0.26% | -1.9% |
| Q3 2021 | $1,243,000 | -2.3% | 16,214 | -0.2% | 0.26% | +1.2% |
| Q2 2021 | $1,272,000 | +4.6% | 16,245 | -0.6% | 0.26% | +9.8% |
| Q1 2021 | $1,216,000 | -5.4% | 16,342 | -13.3% | 0.23% | -10.3% |
| Q4 2020 | $1,286,000 | +22.9% | 18,857 | +0.0% | 0.26% | +13.5% |
| Q3 2020 | $1,046,000 | -3.1% | 18,855 | -8.1% | 0.23% | -8.7% |
| Q2 2020 | $1,079,000 | +24.2% | 20,507 | -0.5% | 0.25% | +8.6% |
| Q1 2020 | $869,000 | -59.4% | 20,618 | -42.1% | 0.23% | -67.2% |
| Q4 2019 | $2,143,000 | +12.0% | 35,630 | +5.3% | 0.71% | +2.0% |
| Q3 2019 | $1,914,000 | +3.8% | 33,851 | +4.8% | 0.69% | +1.2% |
| Q2 2019 | $1,844,000 | +5.6% | 32,301 | +2.5% | 0.69% | -2.4% |
| Q1 2019 | $1,746,000 | +31.9% | 31,521 | +14.1% | 0.70% | +14.1% |
| Q4 2018 | $1,324,000 | – | 27,622 | – | 0.62% | – |
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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% |