SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $2,040,000 | +25.0% | 38,780 | +0.1% | 0.97% | +8.6% |
Q1 2020 | $1,632,000 | -73.5% | 38,724 | -62.1% | 0.90% | -23.6% |
Q4 2019 | $6,148,000 | +112.7% | 102,232 | +100.0% | 1.17% | -0.9% |
Q3 2019 | $2,890,000 | +5.8% | 51,118 | +6.8% | 1.18% | -3.0% |
Q2 2019 | $2,732,000 | +1.6% | 47,865 | -1.4% | 1.22% | -1.0% |
Q1 2019 | $2,688,000 | -41.7% | 48,529 | -49.5% | 1.23% | -0.6% |
Q4 2018 | $4,608,000 | +19.1% | 96,144 | +43.7% | 1.24% | +29.1% |
Q3 2018 | $3,870,000 | +2.0% | 66,918 | -3.2% | 0.96% | 0.0% |
Q2 2018 | $3,794,000 | +110.2% | 69,140 | +102.5% | 0.96% | +2.2% |
Q1 2018 | $1,805,000 | +39.6% | 34,151 | +32.4% | 0.94% | +19.9% |
Q3 2017 | $1,293,000 | +10.0% | 25,803 | +5.7% | 0.78% | +14.0% |
Q2 2017 | $1,175,000 | -99.9% | 24,406 | +18.2% | 0.69% | +31.8% |
Q1 2017 | $968,708,000 | +15.5% | 20,654 | +11.2% | 0.52% | +9.0% |
Q4 2016 | $838,411,000 | -37.6% | 18,569 | -39.9% | 0.48% | +20.7% |
Q3 2016 | $1,343,606,000 | +16.1% | 30,872 | +12.0% | 0.40% | -0.5% |
Q2 2016 | $1,157,770,000 | +24.0% | 27,558 | +19.8% | 0.40% | +30.0% |
Q1 2016 | $933,698,000 | +12.2% | 23,002 | +10.7% | 0.31% | +7.3% |
Q4 2015 | $832,494,000 | +149.2% | 20,776 | +142.1% | 0.29% | +17.2% |
Q3 2015 | $334,050,000 | -8.7% | 8,582 | +0.1% | 0.24% | +0.8% |
Q2 2015 | $365,765,000 | -48.5% | 8,577 | -47.9% | 0.24% | +3.9% |
Q1 2015 | $710,074,000 | – | 16,454 | – | 0.23% | – |
Download |
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% |