SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $565,000 | +4.1% | 11,270 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $543,000 | +277.1% | 11,270 | +241.5% | 0.01% | +150.0% |
| Q3 2016 | $144,000 | -94.8% | 3,300 | -95.2% | 0.00% | -90.0% |
| Q1 2016 | $2,764,000 | +525.3% | 68,081 | +516.6% | 0.02% | +566.7% |
| Q4 2015 | $442,000 | -11.2% | 11,041 | -5.5% | 0.00% | 0.0% |
| Q2 2015 | $498,000 | -46.2% | 11,680 | -45.5% | 0.00% | -50.0% |
| Q1 2015 | $925,000 | -22.3% | 21,443 | -26.7% | 0.01% | 0.0% |
| Q4 2014 | $1,190,000 | +135.2% | 29,243 | +123.5% | 0.01% | +100.0% |
| Q3 2014 | $506,000 | – | 13,086 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 676,643 | $36,045,000 | 21.04% |
| Northwest Capital Management Inc | 219,192 | $11,676,000 | 12.80% |
| MONEYWISE, INC. | 297,242 | $15,834,000 | 11.85% |
| CWH Capital Management, Inc. | 466,856 | $24,869,000 | 11.68% |
| Legacy Wealth Management, Inc | 742,058 | $39,529,000 | 9.51% |
| Mokosak Advisory Group, LLC | 229,425 | $12,223,000 | 9.47% |
| SVA Wealth Management, LLC | 1,500,103 | $79,910,000 | 9.37% |
| Denver PWM, LLC | 216,077 | $11,541,000 | 8.72% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 164,476 | $8,761,000 | 8.48% |
| MCIA Inc | 152,329 | $8,115,000 | 7.83% |