SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |