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 2022 | $15,000 | -6.2% | 248 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -15.8% | 248 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $19,000 | 0.0% | 248 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $19,000 | -38.7% | 248 | -40.5% | 0.01% | -44.4% |
| Q1 2021 | $31,000 | +10.7% | 417 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $28,000 | +21.7% | 417 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $23,000 | -25.8% | 417 | -29.4% | 0.01% | -36.4% |
| Q2 2020 | $31,000 | +24.0% | 591 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $25,000 | -32.4% | 591 | -3.3% | 0.01% | -23.1% |
| Q4 2019 | $37,000 | +5.7% | 611 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $35,000 | -14.6% | 611 | -13.6% | 0.01% | -23.5% |
| Q2 2019 | $41,000 | +5.1% | 707 | -0.4% | 0.02% | 0.0% |
| Q1 2019 | $39,000 | +14.7% | 710 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $34,000 | – | 710 | – | 0.02% | – |
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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% |