SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $268,000 | +10.7% | 3,527 | +17.0% | 0.01% | +10.0% |
| Q4 2021 | $242,000 | +8.0% | 3,015 | -25.4% | 0.01% | -16.7% |
| Q3 2020 | $224,000 | -49.8% | 4,042 | -52.3% | 0.01% | -52.0% |
| Q2 2020 | $446,000 | +19.9% | 8,468 | -4.1% | 0.02% | -3.8% |
| Q1 2020 | $372,000 | -29.9% | 8,826 | 0.0% | 0.03% | -16.1% |
| Q4 2019 | $531,000 | +17.2% | 8,826 | +10.1% | 0.03% | +10.7% |
| Q3 2019 | $453,000 | -1.5% | 8,017 | 0.0% | 0.03% | -6.7% |
| Q2 2019 | $460,000 | -6.1% | 8,017 | -9.3% | 0.03% | -11.8% |
| Q1 2019 | $490,000 | +0.8% | 8,843 | -12.8% | 0.03% | -8.1% |
| Q4 2018 | $486,000 | +319.0% | 10,142 | +405.6% | 0.04% | +311.1% |
| Q3 2018 | $116,000 | -84.3% | 2,006 | -85.7% | 0.01% | -85.9% |
| Q1 2018 | $741,000 | – | 14,006 | – | 0.06% | – |
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% |