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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,177,760 | -1.4% | 106,054 | -1.1% | 6.70% | -7.4% |
| Q2 2023 | $7,278,418 | +1.6% | 107,272 | +1.6% | 7.23% | -1.1% |
| Q1 2023 | $7,161,177 | +2.1% | 105,544 | -1.2% | 7.32% | -3.3% |
| Q4 2022 | $7,011,585 | +9.5% | 106,868 | +3.8% | 7.56% | +0.5% |
| Q3 2022 | $6,401,000 | -0.7% | 102,962 | -0.2% | 7.52% | +19.5% |
| Q2 2022 | $6,443,000 | -17.8% | 103,159 | -0.1% | 6.29% | -3.5% |
| Q1 2022 | $7,835,000 | -6.7% | 103,283 | -0.7% | 6.52% | -13.2% |
| Q4 2021 | $8,398,000 | +3.8% | 103,987 | -1.5% | 7.52% | +11.6% |
| Q3 2021 | $8,094,000 | -2.6% | 105,582 | -0.5% | 6.74% | -1.9% |
| Q2 2021 | $8,306,000 | +6.6% | 106,117 | +1.7% | 6.87% | -4.6% |
| Q1 2021 | $7,791,000 | +1.2% | 104,312 | -7.6% | 7.20% | -5.0% |
| Q4 2020 | $7,695,000 | – | 112,867 | – | 7.58% | – |
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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% |