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 | $2,684 | -2.6% | 39,650 | +2.2% | 1.20% | -2.1% |
| Q2 2023 | $2,757 | +21.3% | 38,811 | +15.9% | 1.23% | +3.9% |
| Q1 2023 | $2,272 | +21.2% | 33,480 | +17.2% | 1.18% | +9.2% |
| Q4 2022 | $1,875 | -99.9% | 28,573 | +4.3% | 1.08% | +19.4% |
| Q3 2022 | $1,658,000 | -15.9% | 27,395 | -12.9% | 0.91% | -14.8% |
| Q2 2022 | $1,972,000 | -16.2% | 31,438 | +1.3% | 1.06% | +1.7% |
| Q1 2022 | $2,353,000 | +5.6% | 31,021 | +11.9% | 1.04% | +16.6% |
| Q4 2021 | $2,229,000 | +29.1% | 27,715 | +23.1% | 0.90% | +23.2% |
| Q3 2021 | $1,726,000 | -4.3% | 22,517 | -2.3% | 0.73% | -1.0% |
| Q2 2021 | $1,804,000 | +94.4% | 23,045 | +84.8% | 0.73% | +80.3% |
| Q1 2021 | $928,000 | +32.2% | 12,471 | +21.2% | 0.41% | +29.2% |
| Q4 2020 | $702,000 | +231.1% | 10,290 | +169.8% | 0.32% | +194.4% |
| Q3 2020 | $212,000 | – | 3,814 | – | 0.11% | – |
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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% |