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 | $1,272,288 | +7.4% | 18,799 | +12.7% | 0.80% | +10.6% |
| Q2 2023 | $1,184,694 | +0.2% | 16,679 | -4.3% | 0.73% | -2.7% |
| Q1 2023 | $1,182,208 | +1.2% | 17,424 | -2.2% | 0.75% | -1.5% |
| Q4 2022 | $1,168,567 | -20.5% | 17,811 | -26.7% | 0.76% | -27.8% |
| Q3 2022 | $1,470,000 | -12.7% | 24,291 | -9.5% | 1.05% | -8.6% |
| Q2 2022 | $1,684,000 | -28.3% | 26,850 | -13.3% | 1.15% | -18.9% |
| Q1 2022 | $2,348,000 | +10.6% | 30,953 | +17.3% | 1.42% | +12.7% |
| Q4 2021 | $2,123,000 | +10.6% | 26,391 | +5.4% | 1.26% | +1.6% |
| Q3 2021 | $1,919,000 | +0.3% | 25,030 | +2.4% | 1.24% | +0.9% |
| Q2 2021 | $1,913,000 | +31.2% | 24,446 | +24.8% | 1.22% | +22.6% |
| Q1 2021 | $1,458,000 | +13.5% | 19,593 | +4.0% | 1.00% | +5.5% |
| Q4 2020 | $1,285,000 | – | 18,845 | – | 0.95% | – |
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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% |