SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112 | -4.3% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $117 | +4.5% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $112 | +3.7% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $108 | -99.9% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $100,000 | 0.0% | 1,651 | +3.6% | 0.00% | 0.0% |
| Q2 2022 | $100,000 | -17.4% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $121,000 | -5.5% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $128,000 | +4.9% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $122,000 | -2.4% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $125,000 | +5.0% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $119,000 | +9.2% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $109,000 | +23.9% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $88,000 | +4.8% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $84,000 | +33.3% | 1,594 | +6.3% | 0.00% | +100.0% |
| Q1 2020 | $63,000 | -19.2% | 1,500 | +15.4% | 0.00% | 0.0% |
| Q4 2019 | $78,000 | +5.4% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $74,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $74,000 | +2.8% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $72,000 | +16.1% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $62,000 | -17.3% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $75,000 | +53.1% | 1,300 | +44.4% | 0.00% | 0.0% |
| Q2 2018 | $49,000 | +2.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $48,000 | +6.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $45,000 | +4.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $43,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $43,000 | +4.9% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $41,000 | +5.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $39,000 | +2.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | -57.8% | 900 | -59.1% | 0.00% | 0.0% |
| Q1 2016 | $90,000 | +104.5% | 2,200 | +100.0% | 0.00% | 0.0% |
| Q4 2015 | $44,000 | +91.3% | 1,100 | +83.3% | 0.00% | – |
| Q3 2015 | $23,000 | -11.5% | 600 | 0.0% | 0.00% | – |
| Q2 2015 | $26,000 | +100.0% | 600 | +100.0% | 0.00% | – |
| Q1 2015 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | – |
| Q4 2014 | $12,000 | – | 300 | – | 0.00% | – |
Download | ||||||
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% |