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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $933,000 | +3.8% | 17,005 | 0.0% | 0.08% | -2.4% |
| Q1 2018 | $899,000 | -0.7% | 17,005 | +0.0% | 0.08% | -4.5% |
| Q4 2017 | $905,000 | +6.3% | 17,000 | +0.0% | 0.09% | -3.3% |
| Q3 2017 | $851,000 | +1005.2% | 16,992 | +957.4% | 0.09% | +922.2% |
| Q2 2017 | $77,000 | +2.7% | 1,607 | +0.3% | 0.01% | 0.0% |
| Q1 2017 | $75,000 | +4.2% | 1,602 | +0.3% | 0.01% | 0.0% |
| Q4 2016 | $72,000 | – | 1,597 | – | 0.01% | – |
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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% |