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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $645,000 | +19.0% | 14,286 | +14.6% | 0.02% | +10.5% |
| Q3 2016 | $542,000 | +21.8% | 12,461 | +17.7% | 0.02% | +18.8% |
| Q2 2016 | $445,000 | +7.5% | 10,588 | +3.8% | 0.02% | -5.9% |
| Q1 2016 | $414,000 | +64.9% | 10,197 | +62.8% | 0.02% | +54.5% |
| Q4 2015 | $251,000 | +6175.0% | 6,262 | +6162.0% | 0.01% | – |
| Q3 2015 | $4,000 | -81.8% | 100 | -81.0% | 0.00% | -100.0% |
| Q2 2015 | $22,000 | +100.0% | 525 | +110.0% | 0.00% | +100.0% |
| Q1 2015 | $11,000 | +10.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $10,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $10,000 | -50.0% | 250 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $20,000 | +233.3% | 500 | +233.3% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | -62.5% | 150 | -66.7% | 0.00% | -66.7% |
| Q3 2013 | $16,000 | +60.0% | 450 | +50.0% | 0.00% | +50.0% |
| Q2 2013 | $10,000 | – | 300 | – | 0.00% | – |
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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% |