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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,380,000 | -20.8% | 28,800 | -4.4% | 0.99% | -22.5% |
| Q3 2018 | $1,742,000 | +12.7% | 30,112 | +6.9% | 1.27% | +12.4% |
| Q2 2018 | $1,546,000 | +13.3% | 28,164 | +9.1% | 1.13% | +2.7% |
| Q1 2018 | $1,365,000 | -1.5% | 25,816 | -0.8% | 1.10% | +11.8% |
| Q4 2017 | $1,386,000 | +9.8% | 26,027 | +3.3% | 0.99% | +22.2% |
| Q3 2017 | $1,262,000 | +8.8% | 25,194 | +6.5% | 0.81% | +12.4% |
| Q2 2017 | $1,160,000 | +25.3% | 23,648 | +20.9% | 0.72% | +10.1% |
| Q1 2017 | $926,000 | +21.7% | 19,566 | +16.0% | 0.65% | -16.5% |
| Q4 2016 | $761,000 | – | 16,862 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 676,643 | $36,045,000 | 21.04% |
| Northwest Capital Management Inc | 219,192 | $11,676,000 | 12.80% |
| MONEYWISE, INC. | 297,242 | $15,834,000 | 11.85% |
| CWH Capital Management, Inc. | 466,856 | $24,869,000 | 11.68% |
| Legacy Wealth Management, Inc | 742,058 | $39,529,000 | 9.51% |
| Mokosak Advisory Group, LLC | 229,425 | $12,223,000 | 9.47% |
| SVA Wealth Management, LLC | 1,500,103 | $79,910,000 | 9.37% |
| Denver PWM, LLC | 216,077 | $11,541,000 | 8.72% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 164,476 | $8,761,000 | 8.48% |
| MCIA Inc | 152,329 | $8,115,000 | 7.83% |