SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $3,289,000 | +6.6% | 59,291 | +1.1% | 1.11% | -6.3% |
Q2 2020 | $3,085,000 | +27.8% | 58,620 | +2.4% | 1.18% | +2.3% |
Q1 2020 | $2,414,000 | -34.2% | 57,255 | -6.1% | 1.16% | -14.7% |
Q4 2019 | $3,666,000 | +19.9% | 60,944 | +12.7% | 1.36% | +13.7% |
Q3 2019 | $3,058,000 | +7.1% | 54,082 | +8.1% | 1.19% | +6.3% |
Q2 2019 | $2,855,000 | +18.8% | 50,009 | +15.3% | 1.12% | +4.7% |
Q1 2019 | $2,403,000 | +170.3% | 43,376 | +133.8% | 1.07% | +123.3% |
Q4 2018 | $889,000 | +2302.7% | 18,551 | +2620.1% | 0.48% | +2426.3% |
Q2 2018 | $37,000 | +2.8% | 682 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $36,000 | -42.9% | 682 | -57.1% | 0.02% | -52.5% |
Q4 2015 | $63,000 | -30.0% | 1,590 | -37.5% | 0.04% | -37.5% |
Q3 2015 | $90,000 | -54.3% | 2,543 | -45.1% | 0.06% | -52.2% |
Q2 2015 | $197,000 | -1.5% | 4,634 | 0.0% | 0.13% | -21.2% |
Q1 2015 | $200,000 | -2.0% | 4,634 | -8.6% | 0.17% | -1.7% |
Q2 2014 | $204,000 | -16.0% | 5,068 | -19.5% | 0.17% | -13.9% |
Q1 2014 | $243,000 | +12.0% | 6,299 | +8.4% | 0.20% | +3.6% |
Q4 2013 | $217,000 | – | 5,810 | – | 0.19% | – |
Download |
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% |