SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 62 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $758,219 | -12.4% | 11,203 | -8.1% | 0.03% | -6.5% |
Q2 2023 | $865,714 | +4.7% | 12,188 | +0.0% | 0.03% | +3.3% |
Q1 2023 | $826,888 | -25.6% | 12,187 | -28.1% | 0.03% | -30.2% |
Q4 2022 | $1,111,630 | +20.7% | 16,943 | +11.4% | 0.04% | +13.2% |
Q3 2022 | $921,000 | -16.4% | 15,213 | -13.4% | 0.04% | -11.6% |
Q2 2022 | $1,102,000 | -8.1% | 17,569 | +11.2% | 0.04% | +4.9% |
Q1 2022 | $1,199,000 | +33.1% | 15,804 | +41.1% | 0.04% | +36.7% |
Q4 2021 | $901,000 | +11.6% | 11,199 | +6.4% | 0.03% | +3.4% |
Q3 2021 | $807,000 | -2.7% | 10,522 | -0.6% | 0.03% | -3.3% |
Q2 2021 | $829,000 | -18.3% | 10,588 | -22.3% | 0.03% | -21.1% |
Q1 2021 | $1,015,000 | -2.1% | 13,632 | -10.4% | 0.04% | -9.5% |
Q4 2020 | $1,037,000 | +2.6% | 15,206 | -16.5% | 0.04% | -6.7% |
Q3 2020 | $1,011,000 | -2.3% | 18,216 | -7.4% | 0.04% | -10.0% |
Q2 2020 | $1,035,000 | -3.4% | 19,665 | -22.6% | 0.05% | -23.1% |
Q1 2020 | $1,071,000 | -51.9% | 25,399 | -31.3% | 0.06% | -43.5% |
Q4 2019 | $2,225,000 | +0.8% | 36,997 | -5.2% | 0.12% | -5.7% |
Q3 2019 | $2,207,000 | -1.5% | 39,031 | -0.5% | 0.12% | +1.7% |
Q2 2019 | $2,240,000 | +1.5% | 39,238 | -1.5% | 0.12% | +0.8% |
Q1 2019 | $2,207,000 | +6.4% | 39,849 | -7.9% | 0.12% | -3.3% |
Q4 2018 | $2,075,000 | +23.0% | 43,282 | +48.4% | 0.12% | +33.7% |
Q3 2018 | $1,687,000 | +6.1% | 29,159 | +0.7% | 0.09% | +2.2% |
Q2 2018 | $1,590,000 | +4.3% | 28,959 | +0.5% | 0.09% | +2.3% |
Q1 2018 | $1,524,000 | -0.7% | 28,829 | +0.1% | 0.09% | -2.2% |
Q4 2017 | $1,534,000 | +6.6% | 28,789 | +0.3% | 0.09% | +2.3% |
Q3 2017 | $1,439,000 | +11.2% | 28,708 | +6.9% | 0.09% | +7.3% |
Q2 2017 | $1,294,000 | +3.1% | 26,863 | +1.3% | 0.08% | -6.8% |
Q1 2017 | $1,255,000 | +5.0% | 26,517 | +0.2% | 0.09% | -2.2% |
Q4 2016 | $1,195,000 | -1.3% | 26,473 | -4.8% | 0.09% | -6.2% |
Q3 2016 | $1,211,000 | +9.4% | 27,822 | +5.6% | 0.10% | +4.3% |
Q2 2016 | $1,107,000 | +6.1% | 26,347 | +2.5% | 0.09% | 0.0% |
Q1 2016 | $1,043,000 | +12.8% | 25,705 | +11.4% | 0.09% | +15.0% |
Q4 2015 | $925,000 | +4.8% | 23,073 | +1.7% | 0.08% | -1.2% |
Q3 2015 | $883,000 | -2.3% | 22,692 | +7.1% | 0.08% | +1.2% |
Q2 2015 | $904,000 | +11.1% | 21,191 | +12.3% | 0.08% | +6.7% |
Q1 2015 | $814,000 | +9.1% | 18,869 | +2.9% | 0.08% | +7.1% |
Q4 2014 | $746,000 | +15.7% | 18,342 | +10.1% | 0.07% | +9.4% |
Q3 2014 | $645,000 | 0.0% | 16,657 | +3.9% | 0.06% | 0.0% |
Q2 2014 | $645,000 | +5.2% | 16,031 | +0.9% | 0.06% | +1.6% |
Q1 2014 | $613,000 | +9.5% | 15,883 | +6.1% | 0.06% | +6.8% |
Q4 2013 | $560,000 | +22.8% | 14,964 | +13.6% | 0.06% | +11.3% |
Q3 2013 | $456,000 | +26.7% | 13,168 | +16.8% | 0.05% | +17.8% |
Q2 2013 | $360,000 | – | 11,274 | – | 0.04% | – |
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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% |