SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 684 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $801,534 | -4.7% | 11,843 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $841,208 | +4.7% | 11,843 | 0.0% | 0.10% | -0.9% |
Q1 2023 | $803,548 | +3.4% | 11,843 | 0.0% | 0.11% | -2.8% |
Q4 2022 | $777,019 | +8.4% | 11,843 | 0.0% | 0.11% | -6.0% |
Q3 2022 | $717,000 | -3.5% | 11,843 | 0.0% | 0.12% | 0.0% |
Q2 2022 | $743,000 | -19.6% | 11,843 | -2.8% | 0.12% | -10.1% |
Q1 2022 | $924,000 | -5.7% | 12,183 | 0.0% | 0.13% | -7.2% |
Q4 2021 | $980,000 | +11.6% | 12,183 | +6.3% | 0.14% | +1.5% |
Q3 2021 | $878,000 | -2.1% | 11,458 | 0.0% | 0.14% | -2.8% |
Q2 2021 | $897,000 | +6.2% | 11,458 | +0.9% | 0.14% | +2.9% |
Q1 2021 | $845,000 | +9.2% | 11,358 | 0.0% | 0.14% | -0.7% |
Q4 2020 | $774,000 | +22.9% | 11,358 | 0.0% | 0.14% | +16.0% |
Q3 2020 | $630,000 | +5.9% | 11,358 | +0.5% | 0.12% | -1.7% |
Q2 2020 | $595,000 | – | 11,298 | – | 0.12% | – |
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% |