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 2021 | $84,000 | +5.0% | 1,075 | 0.0% | 0.04% | +29.4% |
| Q1 2021 | $80,000 | +9.6% | 1,075 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $73,000 | +21.7% | 1,075 | 0.0% | 0.03% | +9.7% |
| Q3 2020 | $60,000 | +5.3% | 1,075 | 0.0% | 0.03% | +3.3% |
| Q2 2020 | $57,000 | -6.6% | 1,075 | -25.9% | 0.03% | -23.1% |
| Q1 2020 | $61,000 | -60.1% | 1,450 | -42.9% | 0.04% | -43.5% |
| Q4 2019 | $153,000 | +6.2% | 2,540 | 0.0% | 0.07% | +4.5% |
| Q3 2019 | $144,000 | -0.7% | 2,540 | 0.0% | 0.07% | -1.5% |
| Q2 2019 | $145,000 | +11.5% | 2,540 | +8.1% | 0.07% | +19.6% |
| Q1 2019 | $130,000 | +15.0% | 2,350 | 0.0% | 0.06% | +5.7% |
| Q4 2018 | $113,000 | -16.9% | 2,350 | 0.0% | 0.05% | +3.9% |
| Q3 2018 | $136,000 | +5.4% | 2,350 | 0.0% | 0.05% | -5.6% |
| Q2 2018 | $129,000 | +4.0% | 2,350 | 0.0% | 0.05% | +50.0% |
| Q1 2018 | $124,000 | -0.8% | 2,350 | 0.0% | 0.04% | -2.7% |
| Q4 2017 | $125,000 | +26.3% | 2,350 | +19.0% | 0.04% | +12.1% |
| Q3 2017 | $99,000 | – | 1,975 | – | 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% |