SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $326,000 | +9.8% | 7,759 | +5.9% | 0.16% | -5.3% |
| Q1 2016 | $297,000 | +6.5% | 7,328 | +5.3% | 0.17% | +22.3% |
| Q4 2015 | $279,000 | +6.9% | 6,958 | +3.8% | 0.14% | 0.0% |
| Q3 2015 | $261,000 | -2.6% | 6,706 | +6.8% | 0.14% | +16.8% |
| Q2 2015 | $268,000 | +4.3% | 6,281 | +5.5% | 0.12% | +8.2% |
| Q1 2015 | $257,000 | -2.7% | 5,951 | -8.3% | 0.11% | -2.7% |
| Q4 2014 | $264,000 | +1.1% | 6,487 | -3.7% | 0.11% | -3.4% |
| Q3 2014 | $261,000 | -9.7% | 6,737 | -6.3% | 0.12% | -4.9% |
| Q2 2014 | $289,000 | +12.5% | 7,192 | +8.2% | 0.12% | +7.0% |
| Q1 2014 | $257,000 | -13.5% | 6,648 | -16.1% | 0.12% | -13.5% |
| Q4 2013 | $297,000 | -12.6% | 7,921 | -19.3% | 0.13% | -16.9% |
| Q3 2013 | $340,000 | +37.1% | 9,811 | +26.5% | 0.16% | +23.1% |
| Q2 2013 | $248,000 | – | 7,756 | – | 0.13% | – |
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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% |