SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 167 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $3,975,000 | -23.8% | 94,611 | -26.4% | 0.66% | +19.5% |
| Q1 2016 | $5,217,000 | +18.6% | 128,511 | +17.0% | 0.55% | +16.8% |
| Q4 2015 | $4,400,000 | -2.5% | 109,804 | -5.3% | 0.47% | -8.2% |
| Q3 2015 | $4,511,000 | +7.7% | 115,910 | +18.0% | 0.51% | +15.1% |
| Q2 2015 | $4,188,000 | +342.7% | 98,212 | +347.9% | 0.44% | +339.6% |
| Q1 2015 | $946,000 | +368.3% | 21,928 | +340.7% | 0.10% | +339.1% |
| Q4 2014 | $202,000 | -1.0% | 4,976 | -5.7% | 0.02% | -8.0% |
| Q3 2014 | $204,000 | -19.7% | 5,276 | -16.4% | 0.02% | -21.9% |
| Q2 2014 | $254,000 | – | 6,313 | – | 0.03% | – |
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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% |