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 2020 | $486,000 | +1.7% | 8,755 | -3.6% | 0.38% | -15.5% |
| Q2 2020 | $478,000 | +4.4% | 9,086 | -16.4% | 0.45% | -20.7% |
| Q1 2020 | $458,000 | -49.2% | 10,865 | -27.5% | 0.57% | -31.5% |
| Q4 2019 | $902,000 | +3.2% | 14,988 | -3.0% | 0.83% | -8.6% |
| Q3 2019 | $874,000 | -11.5% | 15,457 | -10.7% | 0.91% | -12.5% |
| Q2 2019 | $988,000 | +4.1% | 17,304 | +1.0% | 1.04% | -3.2% |
| Q1 2019 | $949,000 | +21.8% | 17,129 | +5.3% | 1.08% | +5.3% |
| Q4 2018 | $779,000 | -6.3% | 16,261 | +13.2% | 1.02% | +22.1% |
| Q3 2018 | $831,000 | +34.7% | 14,359 | +27.7% | 0.84% | +24.7% |
| Q2 2018 | $617,000 | +33.8% | 11,241 | +29.0% | 0.67% | +42.2% |
| Q1 2018 | $461,000 | – | 8,716 | – | 0.47% | – |
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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% |