SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,870 | -4.9% | 6,780 | -0.2% | 0.14% | 0.0% |
| Q2 2023 | $482,507 | +3.8% | 6,793 | -0.9% | 0.14% | -2.1% |
| Q1 2023 | $464,976 | +3.4% | 6,853 | 0.0% | 0.14% | -3.4% |
| Q4 2022 | $449,625 | +5.3% | 6,853 | -2.9% | 0.15% | -4.5% |
| Q3 2022 | $427,000 | -3.6% | 7,059 | 0.0% | 0.15% | -8.3% |
| Q2 2022 | $443,000 | -17.2% | 7,059 | 0.0% | 0.17% | -15.2% |
| Q1 2022 | $535,000 | -6.1% | 7,059 | -0.4% | 0.20% | -6.6% |
| Q4 2021 | $570,000 | +4.6% | 7,089 | -0.2% | 0.21% | -2.3% |
| Q3 2021 | $545,000 | -2.0% | 7,105 | 0.0% | 0.22% | -3.6% |
| Q2 2021 | $556,000 | +5.1% | 7,105 | 0.0% | 0.22% | +0.9% |
| Q1 2021 | $529,000 | -8.8% | 7,105 | -16.5% | 0.22% | -15.2% |
| Q4 2020 | $580,000 | +22.9% | 8,510 | 0.0% | 0.26% | +7.8% |
| Q3 2020 | $472,000 | +5.4% | 8,510 | 0.0% | 0.24% | -2.0% |
| Q2 2020 | $448,000 | +26.6% | 8,510 | -6.3% | 0.25% | +13.7% |
| Q1 2020 | $354,000 | -54.1% | 9,081 | -29.1% | 0.22% | -29.8% |
| Q4 2019 | $771,000 | +6.6% | 12,815 | +0.2% | 0.31% | +8.0% |
| Q3 2019 | $723,000 | -9.7% | 12,791 | -7.6% | 0.29% | -7.1% |
| Q2 2019 | $801,000 | +2.0% | 13,841 | +0.8% | 0.31% | -2.5% |
| Q1 2019 | $785,000 | +76.8% | 13,736 | +48.3% | 0.32% | +47.0% |
| Q4 2018 | $444,000 | – | 9,260 | – | 0.22% | – |
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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% |