SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $25,000 | -10.7% | 339 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $28,000 | -54.1% | 339 | -56.5% | 0.01% | -56.2% |
| Q2 2021 | $61,000 | +1.7% | 779 | 0.0% | 0.03% | -8.6% |
| Q1 2021 | $60,000 | +100.0% | 779 | +77.0% | 0.04% | +84.2% |
| Q4 2020 | $30,000 | +15.4% | 440 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $26,000 | +13.0% | 440 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $23,000 | +15.0% | 440 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $20,000 | -33.3% | 440 | -11.8% | 0.02% | -25.9% |
| Q4 2019 | $30,000 | – | 499 | – | 0.03% | – |
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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% |