SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 707 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.74 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,197,664 | -75.1% | 17,696 | -73.9% | 0.06% | -74.1% |
Q2 2023 | $4,815,665 | -24.5% | 67,798 | -27.9% | 0.23% | -40.7% |
Q1 2023 | $6,378,397 | +137.2% | 94,007 | +129.3% | 0.39% | +104.7% |
Q4 2022 | $2,689,361 | +5.5% | 40,990 | -2.7% | 0.19% | -9.0% |
Q3 2022 | $2,550,000 | -2.1% | 42,132 | +1.4% | 0.21% | -3.2% |
Q2 2022 | $2,606,000 | -14.8% | 41,548 | +3.1% | 0.22% | 0.0% |
Q1 2022 | $3,057,000 | +88.7% | 40,293 | +77.4% | 0.22% | +79.3% |
Q4 2021 | $1,620,000 | +143.6% | 22,715 | +161.9% | 0.12% | +33.0% |
Q3 2021 | $665,000 | -6.6% | 8,673 | -4.6% | 0.09% | -28.3% |
Q2 2021 | $712,000 | +17.1% | 9,093 | +11.2% | 0.13% | +7.6% |
Q1 2021 | $608,000 | +121.1% | 8,175 | +102.4% | 0.12% | +57.3% |
Q4 2020 | $275,000 | +227.4% | 4,039 | +152.1% | 0.08% | +63.0% |
Q2 2020 | $84,000 | -61.8% | 1,602 | -55.7% | 0.05% | -76.3% |
Q4 2019 | $220,000 | +7.8% | 3,619 | +0.1% | 0.19% | -9.3% |
Q3 2019 | $204,000 | -21.5% | 3,617 | -20.7% | 0.21% | -28.4% |
Q2 2019 | $260,000 | -10.0% | 4,560 | -12.6% | 0.30% | -21.5% |
Q1 2019 | $289,000 | -95.7% | 5,215 | -95.8% | 0.38% | -93.8% |
Q4 2018 | $6,663,000 | – | 125,097 | – | 6.14% | – |
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% |