SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $33,000 | -88.9% | 575 | -89.0% | 0.03% | -88.9% |
| Q2 2019 | $298,000 | -7.7% | 5,215 | -10.6% | 0.30% | -7.8% |
| Q1 2019 | $323,000 | +15.4% | 5,835 | 0.0% | 0.32% | +5.9% |
| Q4 2018 | $280,000 | -15.2% | 5,835 | +2.3% | 0.30% | -2.9% |
| Q3 2018 | $330,000 | +1169.2% | 5,705 | +1126.9% | 0.31% | +1204.2% |
| Q2 2018 | $26,000 | -42.2% | 465 | -45.9% | 0.02% | -41.5% |
| Q1 2018 | $45,000 | -2.2% | 860 | -0.6% | 0.04% | +2.5% |
| Q4 2017 | $46,000 | – | 865 | – | 0.04% | – |
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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% |