SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 484 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $8,198,000 | +5.1% | 144,997 | +3.9% | 7.24% | -1.1% |
Q2 2019 | $7,803,000 | +10.8% | 139,556 | +9.7% | 7.33% | -3.4% |
Q1 2019 | $7,045,000 | +15.1% | 127,186 | -0.4% | 7.58% | -10.9% |
Q4 2018 | $6,122,000 | -17.0% | 127,737 | +0.1% | 8.51% | +19.2% |
Q3 2018 | $7,379,000 | +13.3% | 127,569 | +7.5% | 7.14% | +12.3% |
Q2 2018 | $6,513,000 | +6.6% | 118,654 | +2.7% | 6.36% | -4.1% |
Q1 2018 | $6,109,000 | -24.7% | 115,524 | -24.2% | 6.63% | -15.4% |
Q4 2017 | $8,115,000 | +0.4% | 152,329 | -5.6% | 7.83% | +9.0% |
Q3 2017 | $8,086,000 | -7.9% | 161,373 | -11.5% | 7.18% | -16.4% |
Q2 2017 | $8,777,000 | – | 182,252 | – | 8.59% | – |
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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% |