SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 533 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $161,000 | -23.7% | 3,362 | -7.6% | 0.08% | -13.8% |
| Q3 2018 | $211,000 | +6.0% | 3,639 | +0.2% | 0.09% | +3.6% |
| Q2 2018 | $199,000 | -7.0% | 3,633 | -10.1% | 0.08% | -5.6% |
| Q1 2018 | $214,000 | -8.9% | 4,042 | -8.3% | 0.09% | -9.2% |
| Q4 2017 | $235,000 | +16.9% | 4,406 | +10.0% | 0.10% | +12.6% |
| Q3 2017 | $201,000 | -27.7% | 4,006 | -30.7% | 0.09% | -30.4% |
| Q2 2017 | $278,000 | -3.5% | 5,781 | -5.0% | 0.12% | -8.1% |
| Q1 2017 | $288,000 | – | 6,086 | – | 0.14% | – |
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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% |