SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |