SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 543 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 28.45 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,136,000 | -27.6% | 74,377 | +3.3% | 3.29% | -21.8% |
| Q4 2019 | $4,331,000 | +12.2% | 71,998 | +5.5% | 4.20% | -4.9% |
| Q3 2019 | $3,859,000 | +2.6% | 68,257 | +3.5% | 4.42% | +17.6% |
| Q2 2019 | $3,763,000 | +4.8% | 65,919 | +1.7% | 3.76% | +3.4% |
| Q1 2019 | $3,590,000 | +14.1% | 64,806 | -1.3% | 3.63% | +4.3% |
| Q4 2018 | $3,147,000 | – | 65,657 | – | 3.48% | – |
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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% |