SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,614 | -0.2% | 38,628 | +0.1% | 0.69% | +19.7% |
Q1 2023 | $2,619 | +2.6% | 38,604 | -0.8% | 0.57% | -6.7% |
Q4 2022 | $2,553 | -99.9% | 38,916 | +0.0% | 0.61% | -5.1% |
Q3 2022 | $2,355,000 | +78.4% | 38,901 | +84.9% | 0.65% | +79.7% |
Q2 2022 | $1,320,000 | -15.1% | 21,038 | +2.7% | 0.36% | -9.1% |
Q1 2022 | $1,554,000 | -4.7% | 20,491 | +1.1% | 0.40% | -9.4% |
Q4 2021 | $1,630,000 | +3.0% | 20,269 | +0.3% | 0.44% | -19.8% |
Q2 2021 | $1,582,000 | +3.8% | 20,208 | +0.1% | 0.54% | -2.2% |
Q1 2021 | $1,524,000 | +10.0% | 20,181 | -0.7% | 0.56% | -10.7% |
Q4 2020 | $1,385,000 | +23.2% | 20,316 | +0.3% | 0.62% | +4.3% |
Q3 2020 | $1,124,000 | +5.7% | 20,261 | +0.2% | 0.60% | -3.2% |
Q2 2020 | $1,063,000 | +124.7% | 20,211 | +80.3% | 0.62% | +88.4% |
Q1 2020 | $473,000 | – | 11,210 | – | 0.33% | – |
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% |