SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $418,262 | -4.7% | 6,180 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $438,965 | +4.7% | 6,180 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $419,313 | -5.7% | 6,180 | -8.8% | 0.01% | 0.0% |
Q4 2022 | $444,836 | +7.7% | 6,780 | 0.0% | 0.01% | -16.7% |
Q3 2022 | $413,000 | -2.8% | 6,780 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $425,000 | -17.3% | 6,780 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $514,000 | -10.9% | 6,780 | -5.5% | 0.01% | 0.0% |
Q4 2021 | $577,000 | +4.9% | 7,177 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $550,000 | -53.8% | 7,177 | -12.4% | 0.01% | 0.0% |
Q2 2021 | $1,190,000 | +105.5% | 8,195 | +5.4% | 0.01% | 0.0% |
Q1 2021 | $579,000 | – | 7,777 | – | 0.01% | – |
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% |