SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 373 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $363,000 | +24.7% | 6,893 | -0.0% | 0.14% | -10.4% |
| Q1 2020 | $291,000 | -55.6% | 6,896 | -36.7% | 0.15% | -42.3% |
| Q4 2019 | $655,000 | +5.3% | 10,891 | -1.0% | 0.27% | -31.4% |
| Q3 2019 | $622,000 | +0.6% | 11,002 | +1.9% | 0.39% | -2.0% |
| Q2 2019 | $618,000 | +1.1% | 10,794 | -2.2% | 0.40% | -14.6% |
| Q1 2019 | $611,000 | +38.2% | 11,032 | +19.7% | 0.46% | +8.9% |
| Q4 2018 | $442,000 | -14.3% | 9,218 | +3.4% | 0.43% | +11.5% |
| Q3 2018 | $516,000 | +32.6% | 8,913 | +25.7% | 0.38% | +14.3% |
| Q2 2018 | $389,000 | +13.1% | 7,093 | +9.2% | 0.34% | +1.8% |
| Q1 2018 | $344,000 | +0.9% | 6,496 | +1.4% | 0.33% | -7.6% |
| Q4 2017 | $341,000 | – | 6,407 | – | 0.36% | – |
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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% |