Human Investing LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.

Quarter-by-quarter ownership
Human Investing LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$204,434
-20.8%
2,878
-30.1%
0.05%
-24.2%
Q2 2022$258,000
+10.3%
4,118
+33.4%
0.06%
+19.2%
Q1 2022$234,000
+3.1%
3,086
+4.1%
0.05%
-3.7%
Q3 2021$227,000
-0.4%
2,965
+1.7%
0.05%
-3.6%
Q2 2021$228,000
-71.2%
2,916
-72.5%
0.06%
-72.3%
Q1 2021$791,000
+5.9%
10,621
-3.0%
0.20%
-4.3%
Q4 2020$747,000
+17.3%
10,955
-4.5%
0.21%
+1.0%
Q3 2020$637,000
-36.5%
11,475
-39.8%
0.21%
-41.0%
Q2 2020$1,003,000
+3.6%
19,056
-17.0%
0.35%
-15.5%
Q1 2020$968,000
-17.5%
22,958
+17.6%
0.42%
+9.4%
Q4 2019$1,174,000
+14.0%
19,519
+7.1%
0.38%
+4.9%
Q3 2019$1,030,000
+3.6%
18,220
+4.7%
0.36%
+0.6%
Q2 2019$994,000
+20.6%
17,406
+17.0%
0.36%
+17.9%
Q1 2019$824,000
+20.3%
14,873
+4.1%
0.31%
+7.7%
Q4 2018$685,00014,2910.29%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
OLD DOMINION CAPITAL MANAGEMENT INC 169,219$6,884,0007.12%
Leisure Capital Management 130,049$5,290,0005.09%
WealthTrust-Arizona, LLC 141,816$5,769,0004.84%
Avior Wealth Management, LLC 135,093$5,496,0004.37%
PLANNING ALTERNATIVES LTD /ADV 478,776$19,477,0004.18%
Ironwood Financial, llc 174,565$7,103,0003.91%
FINANCIAL CONSULATE, INC 135,500$5,512,0003.63%
SVA Wealth Management, LLC 202,415$8,234,0002.99%
Madden Advisory Services, Inc. 118,883$4,836,0002.75%
Legacy Wealth Management, Inc 175,942$7,157,0002.57%
View complete list of SCHWAB STRATEGIC TR shareholders