SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 554 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $143,000 | -48.4% | 2,500 | -50.0% | 0.01% | -50.0% |
| Q1 2019 | $277,000 | +6.1% | 5,000 | -8.2% | 0.03% | -6.7% |
| Q4 2018 | $261,000 | -17.1% | 5,446 | 0.0% | 0.03% | -6.2% |
| Q3 2018 | $315,000 | -3.1% | 5,446 | -8.1% | 0.03% | -15.8% |
| Q2 2018 | $325,000 | +20.4% | 5,927 | -11.5% | 0.04% | +22.6% |
| Q2 2014 | $270,000 | +4.2% | 6,700 | 0.0% | 0.03% | +3.3% |
| Q1 2014 | $259,000 | – | 6,700 | – | 0.03% | – |
Download | ||||||
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% |