SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $10,000 | -28.6% | 240 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | -12.5% | 240 | -12.7% | 0.00% | -50.0% |
| Q3 2019 | $16,000 | +6.7% | 275 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -18.8% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | -11.8% | 275 | -20.3% | 0.00% | 0.0% |
| Q3 2017 | $17,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $17,000 | +6.2% | 345 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | +6.7% | 345 | 0.0% | 0.00% | -33.3% |
| Q3 2016 | $15,000 | -11.8% | 345 | -12.7% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +6.2% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | 0.0% | 395 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $15,000 | -11.8% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | 0.0% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | +6.2% | 395 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $15,000 | -6.2% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $15,000 | – | 395 | – | 0.00% | – |
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% |