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 2022 | $62,033 | +8.8% | 945 | +0.4% | 0.02% | +25.0% |
| Q3 2022 | $57,000 | -3.4% | 941 | +0.5% | 0.01% | -7.7% |
| Q2 2022 | $59,000 | -16.9% | 936 | +0.4% | 0.01% | +18.2% |
| Q1 2022 | $71,000 | -5.3% | 932 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | +5.6% | 929 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $71,000 | -1.4% | 926 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $72,000 | +2.9% | 923 | -2.2% | 0.01% | 0.0% |
| Q1 2021 | $70,000 | -93.5% | 944 | -95.7% | 0.01% | -96.1% |
| Q1 2020 | $1,083,000 | -65.7% | 22,011 | -57.2% | 0.28% | -68.1% |
| Q4 2019 | $3,154,000 | +4.4% | 51,421 | -3.3% | 0.88% | -16.0% |
| Q3 2019 | $3,020,000 | -3.7% | 53,164 | -3.7% | 1.05% | -20.3% |
| Q2 2019 | $3,137,000 | -4.5% | 55,178 | -3.4% | 1.32% | -5.3% |
| Q1 2019 | $3,286,000 | +51.7% | 57,094 | +45.9% | 1.40% | +24.7% |
| Q4 2018 | $2,166,000 | +19.3% | 39,142 | +12.9% | 1.12% | +10.1% |
| Q3 2018 | $1,816,000 | -9.0% | 34,673 | -4.6% | 1.02% | -12.6% |
| Q2 2018 | $1,995,000 | +8.0% | 36,345 | +4.0% | 1.16% | -3.6% |
| Q1 2018 | $1,848,000 | +27.6% | 34,950 | +28.6% | 1.21% | +29.4% |
| Q4 2017 | $1,448,000 | – | 27,185 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OLD DOMINION CAPITAL MANAGEMENT INC | 169,219 | $6,884,000 | 7.12% |
| Leisure Capital Management | 130,049 | $5,290,000 | 5.09% |
| WealthTrust-Arizona, LLC | 141,816 | $5,769,000 | 4.84% |
| Avior Wealth Management, LLC | 135,093 | $5,496,000 | 4.37% |
| PLANNING ALTERNATIVES LTD /ADV | 478,776 | $19,477,000 | 4.18% |
| Ironwood Financial, llc | 174,565 | $7,103,000 | 3.91% |
| FINANCIAL CONSULATE, INC | 135,500 | $5,512,000 | 3.63% |
| SVA Wealth Management, LLC | 202,415 | $8,234,000 | 2.99% |
| Madden Advisory Services, Inc. | 118,883 | $4,836,000 | 2.75% |
| Legacy Wealth Management, Inc | 175,942 | $7,157,000 | 2.57% |