SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 623 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 113.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | -60.0% | 105 | -61.8% | 0.00% | -60.0% |
| Q4 2017 | $15,000 | +7.1% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 275 | -11.3% | 0.01% | 0.0% |
| Q1 2016 | $13,000 | -35.0% | 310 | -39.2% | 0.01% | -28.6% |
| Q4 2015 | $20,000 | +33.3% | 510 | +36.0% | 0.01% | -12.5% |
| Q3 2015 | $15,000 | -6.2% | 375 | 0.0% | 0.01% | +33.3% |
| Q2 2015 | $16,000 | +166.7% | 375 | +177.8% | 0.01% | +200.0% |
| Q1 2015 | $6,000 | – | 135 | – | 0.00% | – |
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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% |