SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 373 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,525 | -4.4% | 521 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $42,400 | +8.5% | 521 | +0.4% | 0.00% | 0.0% |
| Q4 2023 | $39,093 | +290.9% | 519 | +116.2% | 0.00% | +200.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |