SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8 | -11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9 | +12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8 | -99.9% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $9,000 | +12.5% | 120 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $8,000 | +14.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +33.3% |
| Q4 2018 | $6,000 | -14.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -25.0% | 120 | -26.4% | 0.00% | -40.0% |
| Q2 2017 | $8,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | -60.0% | 163 | -63.0% | 0.01% | -58.3% |
| Q4 2016 | $20,000 | +185.7% | 441 | +180.9% | 0.01% | +200.0% |
| Q3 2016 | $7,000 | 0.0% | 157 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $7,000 | +16.7% | 157 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $6,000 | -40.0% | 157 | -90.7% | 0.00% | -33.3% |
| Q4 2015 | $10,000 | +66.7% | 1,681 | +860.6% | 0.01% | +50.0% |
| Q3 2015 | $6,000 | +200.0% | 175 | +307.0% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 43 | -8.5% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 47 | – | 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% |