SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,410,935 | -43.1% | 109,500 | -40.3% | 0.68% | -38.2% |
Q2 2023 | $13,024,361 | +3.6% | 183,364 | -1.0% | 1.10% | -0.6% |
Q1 2023 | $12,570,775 | -5.1% | 185,273 | -0.3% | 1.11% | -3.7% |
Q4 2022 | $13,245,977 | +14.9% | 185,908 | -2.4% | 1.15% | -3.2% |
Q3 2022 | $11,524,000 | -0.8% | 190,387 | +2.8% | 1.19% | +4.8% |
Q2 2022 | $11,615,000 | -16.6% | 185,158 | +0.8% | 1.13% | -6.0% |
Q1 2022 | $13,933,000 | -0.1% | 183,670 | +5.9% | 1.21% | +2.1% |
Q4 2021 | $13,951,000 | +5.9% | 173,463 | +0.9% | 1.18% | -0.7% |
Q3 2021 | $13,177,000 | -3.1% | 171,889 | -1.1% | 1.19% | -5.6% |
Q2 2021 | $13,605,000 | +4.8% | 173,824 | -0.3% | 1.26% | -1.9% |
Q1 2021 | $12,980,000 | +219.4% | 174,402 | +192.5% | 1.28% | +109.3% |
Q4 2020 | $4,064,000 | -57.2% | 59,620 | -65.1% | 0.61% | -45.8% |
Q3 2020 | $9,485,000 | -99.9% | 170,980 | -0.9% | 1.13% | -1.4% |
Q2 2020 | $9,080,094,000 | +124763.8% | 172,559 | +0.0% | 1.15% | +3.9% |
Q1 2020 | $7,272,000 | -23.3% | 172,501 | +9.4% | 1.10% | -9.9% |
Q4 2019 | $9,484,000 | +6.4% | 157,681 | -2.0% | 1.23% | -0.5% |
Q3 2019 | $8,911,000 | -3.3% | 160,959 | -0.2% | 1.23% | -4.5% |
Q2 2019 | $9,211,000 | +0.3% | 161,341 | -2.7% | 1.29% | -4.5% |
Q1 2019 | $9,183,000 | – | 165,805 | – | 1.35% | – |
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% |