SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $892,000 | -5.9% | 11,762 | -0.2% | 0.06% | -1.7% |
| Q4 2021 | $948,000 | +9.7% | 11,791 | +4.6% | 0.06% | +3.4% |
| Q3 2021 | $864,000 | -1.9% | 11,273 | +0.2% | 0.06% | -1.7% |
| Q2 2021 | $881,000 | +6.7% | 11,251 | +1.4% | 0.06% | 0.0% |
| Q1 2021 | $826,000 | +12.8% | 11,095 | +3.3% | 0.06% | +18.0% |
| Q4 2020 | $732,000 | +79.0% | 10,737 | +45.7% | 0.05% | +42.9% |
| Q3 2020 | $409,000 | -0.5% | 7,371 | -5.5% | 0.04% | -10.3% |
| Q2 2020 | $411,000 | +24.9% | 7,802 | +0.1% | 0.04% | -17.0% |
| Q1 2020 | $329,000 | -44.9% | 7,798 | -21.5% | 0.05% | -26.6% |
| Q4 2019 | $597,000 | +18.0% | 9,930 | +10.9% | 0.06% | +10.3% |
| Q3 2019 | $506,000 | -7.3% | 8,955 | -6.4% | 0.06% | -7.9% |
| Q2 2019 | $546,000 | +24.1% | 9,565 | +20.5% | 0.06% | +14.5% |
| Q1 2019 | $440,000 | +20.5% | 7,936 | +4.3% | 0.06% | +10.0% |
| Q4 2018 | $365,000 | -1.9% | 7,607 | +18.4% | 0.05% | +19.0% |
| Q3 2018 | $372,000 | +21.2% | 6,427 | +15.1% | 0.04% | +13.5% |
| Q2 2018 | $307,000 | +1.0% | 5,586 | -2.8% | 0.04% | -7.5% |
| Q1 2018 | $304,000 | -5.3% | 5,745 | -4.5% | 0.04% | -9.1% |
| Q4 2017 | $321,000 | – | 6,014 | – | 0.04% | – |
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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% |