SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,536,186 | -3.4% | 140,901 | +1.3% | 1.07% | -0.8% |
| Q2 2023 | $9,874,949 | +5.3% | 139,025 | +0.5% | 1.08% | 0.0% |
| Q1 2023 | $9,381,873 | +126.7% | 138,274 | +119.2% | 1.08% | +97.6% |
| Q4 2022 | $4,138,524 | +15.6% | 63,077 | +6.7% | 0.54% | +5.2% |
| Q3 2022 | $3,579,000 | -2.3% | 59,135 | +1.2% | 0.52% | +2.8% |
| Q2 2022 | $3,664,000 | -18.4% | 58,408 | +4.8% | 0.50% | +3.1% |
| Q4 2021 | $4,489,000 | +10.1% | 55,742 | +4.8% | 0.49% | -12.7% |
| Q3 2021 | $4,077,000 | +22.9% | 53,181 | -8.2% | 0.56% | -37.3% |
| Q2 2019 | $3,316,000 | +239.4% | 57,903 | +242.7% | 0.89% | +163.6% |
| Q3 2018 | $977,000 | – | 16,896 | – | 0.34% | – |
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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% |