SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $2,079,000 | +34.9% | 33,139 | +63.1% | 1.72% | +46.3% |
Q1 2022 | $1,541,000 | -1.0% | 20,317 | +5.0% | 1.17% | +5.4% |
Q4 2021 | $1,556,000 | +15.0% | 19,346 | +9.6% | 1.11% | +5.7% |
Q3 2021 | $1,353,000 | -5.5% | 17,655 | -3.5% | 1.05% | -11.0% |
Q2 2021 | $1,432,000 | +16.3% | 18,290 | +10.6% | 1.18% | +10.7% |
Q1 2021 | $1,231,000 | +11.3% | 16,533 | +1.9% | 1.07% | +13.5% |
Q4 2020 | $1,106,000 | +34.4% | 16,225 | +9.3% | 0.94% | +22.2% |
Q3 2020 | $823,000 | +75.1% | 14,840 | +66.0% | 0.77% | +63.6% |
Q2 2020 | $470,000 | -22.6% | 8,938 | -37.9% | 0.47% | -35.8% |
Q1 2020 | $607,000 | -30.8% | 14,402 | -1.3% | 0.74% | -10.6% |
Q4 2019 | $877,000 | +5.5% | 14,587 | -0.8% | 0.82% | -11.0% |
Q3 2019 | $831,000 | +0.8% | 14,705 | +1.9% | 0.92% | +6.3% |
Q2 2019 | $824,000 | -38.7% | 14,431 | -40.6% | 0.87% | -40.3% |
Q1 2019 | $1,345,000 | +15.2% | 24,278 | -0.4% | 1.46% | +16.0% |
Q4 2018 | $1,168,000 | -17.7% | 24,384 | -0.7% | 1.25% | +24.0% |
Q3 2018 | $1,420,000 | +5.0% | 24,550 | +3.2% | 1.01% | +2.2% |
Q2 2018 | $1,352,000 | +18.5% | 23,800 | +11.2% | 0.99% | -12.2% |
Q1 2018 | $1,141,000 | 0.0% | 21,410 | 0.0% | 1.13% | +0.3% |
Q4 2017 | $1,141,000 | – | 21,410 | – | 1.12% | – |
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% |