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 2017 | $419,000 | +6.3% | 8,365 | +2.2% | 0.10% | +5.3% |
| Q2 2017 | $394,000 | +7.1% | 8,184 | +5.2% | 0.09% | +6.8% |
| Q1 2017 | $368,000 | +5.4% | 7,782 | +0.6% | 0.09% | +1.1% |
| Q4 2016 | $349,000 | +5.1% | 7,732 | +1.4% | 0.09% | +6.1% |
| Q3 2016 | $332,000 | +15.3% | 7,628 | +11.4% | 0.08% | +15.5% |
| Q2 2016 | $288,000 | +0.7% | 6,849 | -2.7% | 0.07% | -2.7% |
| Q1 2016 | $286,000 | -29.2% | 7,039 | -30.2% | 0.07% | -27.0% |
| Q4 2015 | $404,000 | -4.0% | 10,079 | -6.8% | 0.10% | -8.3% |
| Q3 2015 | $421,000 | +15.3% | 10,811 | +26.4% | 0.11% | +28.2% |
| Q2 2015 | $365,000 | +2.2% | 8,550 | +3.2% | 0.08% | +4.9% |
| Q1 2015 | $357,000 | +19.0% | 8,282 | +12.4% | 0.08% | +17.4% |
| Q4 2014 | $300,000 | – | 7,369 | – | 0.07% | – |
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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% |