SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 270 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $125,000 | +25.0% | 2,375 | 0.0% | 0.02% | -4.0% |
Q1 2020 | $100,000 | -30.1% | 2,375 | 0.0% | 0.02% | -34.2% |
Q4 2019 | $143,000 | +6.7% | 2,375 | 0.0% | 0.04% | +11.8% |
Q3 2019 | $134,000 | -1.5% | 2,375 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $136,000 | +3.0% | 2,375 | 0.0% | 0.03% | +17.2% |
Q1 2019 | $132,000 | +15.8% | 2,375 | 0.0% | 0.03% | +20.8% |
Q4 2018 | $114,000 | -16.8% | 2,375 | 0.0% | 0.02% | -4.0% |
Q3 2018 | $137,000 | +5.4% | 2,375 | 0.0% | 0.02% | +31.6% |
Q2 2018 | $130,000 | -94.5% | 2,375 | +1784.9% | 0.02% | -9.5% |
Q1 2018 | $2,375,000 | +1770.1% | 126 | -94.7% | 0.02% | +61.5% |
Q4 2017 | $127,000 | +6.7% | 2,375 | 0.0% | 0.01% | +8.3% |
Q3 2017 | $119,000 | -99.3% | 2,375 | +184.1% | 0.01% | -69.2% |
Q1 2017 | $17,673,000 | +2598.2% | 836 | -94.4% | 0.04% | -51.9% |
Q3 2016 | $655,000 | +40.0% | 15,049 | +35.1% | 0.08% | +47.3% |
Q2 2016 | $468,000 | -99.9% | 11,139 | +3.9% | 0.06% | -93.5% |
Q1 2016 | $435,349,000 | +50580.9% | 10,725 | -50.0% | 0.85% | +623.1% |
Q4 2015 | $859,000 | – | 21,450 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sharkey, Howes & Javer | 947,193 | $44,831,000 | 23.72% |
MONEYWISE, INC. | 304,124 | $14,394,000 | 13.04% |
CWH Capital Management, Inc. | 497,542 | $23,549,000 | 12.26% |
Legacy Wealth Management, Inc | 961,304 | $45,498,000 | 11.42% |
SVA Wealth Management, LLC | 1,413,058 | $66,880,000 | 9.07% |
OLD DOMINION CAPITAL MANAGEMENT INC | 158,726 | $7,513,000 | 8.28% |
WealthTrust-Arizona, LLC | 291,015 | $13,774,000 | 7.41% |
Brouwer & Janachowski, LLC | 693,758 | $32,836,000 | 7.16% |
Moisand Fitzgerald Tamayo, LLC | 211,010 | $9,987,000 | 7.04% |
Summit Asset Management, LLC | 240,483 | $11,382,000 | 6.58% |