SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $24,198 | +3.8% | 357 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $23,316 | +11.0% | 355 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 354 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -18.5% | 352 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $27,000 | -3.6% | 350 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $28,000 | +3.7% | 349 | +0.3% | 0.00% | -33.3% |
| Q3 2021 | $27,000 | 0.0% | 348 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +3.8% | 347 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +8.3% | 346 | +0.3% | 0.00% | -25.0% |
| Q4 2020 | $24,000 | +26.3% | 345 | +0.3% | 0.00% | +33.3% |
| Q3 2020 | $19,000 | +5.6% | 344 | +0.3% | 0.00% | -25.0% |
| Q2 2020 | $18,000 | +28.6% | 343 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -30.0% | 342 | +0.6% | 0.00% | -33.3% |
| Q4 2019 | $20,000 | +5.3% | 340 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $19,000 | -69.4% | 340 | -68.5% | 0.01% | -72.0% |
| Q2 2019 | $62,000 | -3.1% | 1,080 | -6.1% | 0.02% | -16.7% |
| Q1 2019 | $64,000 | +16.4% | 1,150 | -0.6% | 0.03% | +7.1% |
| Q4 2018 | $55,000 | – | 1,157 | – | 0.03% | – |
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% |