SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,288,000 | +2.1% | 27,211 | -2.6% | 0.18% | -5.9% |
| Q4 2016 | $1,261,000 | -23.1% | 27,934 | -25.8% | 0.19% | -25.4% |
| Q3 2016 | $1,639,000 | -20.4% | 37,665 | -23.1% | 0.25% | -25.2% |
| Q2 2016 | $2,058,000 | -15.1% | 48,998 | -17.9% | 0.34% | -19.6% |
| Q1 2016 | $2,423,000 | -0.5% | 59,702 | -1.7% | 0.42% | -19.9% |
| Q4 2015 | $2,435,000 | +439.9% | 60,763 | +424.2% | 0.52% | +388.8% |
| Q3 2015 | $451,000 | -15.1% | 11,592 | -6.8% | 0.11% | -13.0% |
| Q2 2015 | $531,000 | -1.5% | 12,441 | -0.3% | 0.12% | -0.8% |
| Q1 2015 | $539,000 | -5.8% | 12,483 | -11.3% | 0.12% | -11.4% |
| Q4 2014 | $572,000 | +23.8% | 14,069 | +18.0% | 0.14% | +14.8% |
| Q3 2014 | $462,000 | -40.5% | 11,926 | -38.2% | 0.12% | -38.1% |
| Q2 2014 | $777,000 | +10.7% | 19,310 | +6.2% | 0.20% | +5.3% |
| Q1 2014 | $702,000 | +21.0% | 18,183 | +17.4% | 0.19% | +9.4% |
| Q4 2013 | $580,000 | +8.4% | 15,494 | +0.2% | 0.17% | -1.2% |
| Q3 2013 | $535,000 | +37.2% | 15,464 | +26.8% | 0.17% | +21.8% |
| Q2 2013 | $390,000 | – | 12,191 | – | 0.14% | – |
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% |