SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $744,611 | +8.4% | 11,349 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $687,000 | -3.5% | 11,349 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $712,000 | -20.8% | 11,349 | -4.2% | 0.01% | -7.1% |
| Q1 2022 | $899,000 | -7.6% | 11,847 | -2.1% | 0.01% | 0.0% |
| Q4 2021 | $973,000 | +68.9% | 12,101 | -14.7% | 0.01% | -44.0% |
| Q1 2016 | $576,000 | -6.6% | 14,188 | -7.8% | 0.02% | -7.4% |
| Q4 2015 | $617,000 | -63.3% | 15,387 | -64.4% | 0.03% | -63.0% |
| Q3 2015 | $1,681,000 | +3.6% | 43,179 | +13.4% | 0.07% | +15.9% |
| Q2 2015 | $1,623,000 | -2.4% | 38,066 | -1.2% | 0.06% | 0.0% |
| Q1 2015 | $1,663,000 | +1.6% | 38,545 | -4.2% | 0.06% | +1.6% |
| Q4 2014 | $1,637,000 | +12.1% | 40,241 | +6.7% | 0.06% | +10.7% |
| Q3 2014 | $1,460,000 | -4.5% | 37,729 | -0.7% | 0.06% | -1.8% |
| Q2 2014 | $1,528,000 | +17.8% | 37,978 | +13.1% | 0.06% | +14.0% |
| Q1 2014 | $1,297,000 | +7.8% | 33,591 | +4.6% | 0.05% | +8.7% |
| Q4 2013 | $1,203,000 | +19.7% | 32,124 | +10.6% | 0.05% | +12.2% |
| Q3 2013 | $1,005,000 | +29.7% | 29,035 | +19.7% | 0.04% | +24.2% |
| Q2 2013 | $775,000 | – | 24,259 | – | 0.03% | – |
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% |