SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,036,000 | -27.9% | 21,609 | -13.0% | 0.19% | -17.1% |
| Q3 2018 | $1,437,000 | +14.3% | 24,841 | +8.5% | 0.23% | +7.3% |
| Q2 2018 | $1,257,000 | +16.6% | 22,901 | +12.3% | 0.22% | -20.1% |
| Q1 2018 | $1,078,000 | +15.5% | 20,394 | +16.4% | 0.27% | +25.2% |
| Q4 2017 | $933,000 | +75.0% | 17,520 | +64.7% | 0.22% | +61.5% |
| Q3 2017 | $533,000 | – | 10,637 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HT Partners LLC | 498,318 | $19,559,000 | 12.67% |
| Brouwer & Janachowski, LLC | 501,958 | $20,113,000 | 10.86% |
| Legacy Wealth Management, Inc | 839,037 | $33,620,000 | 9.43% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 163,411 | $6,548,000 | 8.27% |
| SVA Wealth Management, LLC | 1,152,237 | $46,170,000 | 7.99% |
| Sharkey, Howes & Javer | 262,531 | $10,520,000 | 7.34% |
| Financial Management Professionals, Inc. | 352,400 | $14,120,000 | 7.24% |
| Kernodle & Katon Asset Management Group, LLC | 178,194 | $7,140,000 | 6.84% |
| WealthTrust-Arizona, LLC | 271,170 | $10,865,000 | 6.54% |
| Moisand Fitzgerald Tamayo, LLC | 168,942 | $6,770,000 | 5.82% |