SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 580 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,333,000 | -2.2% | 43,481 | +12.1% | 0.15% | -6.1% |
| Q2 2021 | $3,407,000 | -99.8% | 38,777 | +68.1% | 0.16% | +10.8% |
| Q1 2021 | $1,716,563,000 | +67084.5% | 23,063 | -38.5% | 0.15% | -70.2% |
| Q4 2020 | $2,555,000 | +67.7% | 37,481 | +29.4% | 0.50% | +3.8% |
| Q3 2020 | $1,524,000 | 0.0% | 28,970 | 0.0% | 0.48% | +8.9% |
| Q2 2020 | $1,524,000 | +76.8% | 28,970 | +41.0% | 0.44% | +218.1% |
| Q1 2020 | $862,000 | +158.1% | 20,546 | +269.5% | 0.14% | +97.1% |
| Q4 2019 | $334,000 | +244.3% | 5,560 | +224.2% | 0.07% | +268.4% |
| Q3 2019 | $97,000 | +3133.3% | 1,715 | +2908.8% | 0.02% | +1800.0% |
| Q1 2019 | $3,000 | – | 57 | – | 0.00% | – |
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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% |