SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 65 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $224,000 | +6.2% | 3,729 | 0.0% | 0.06% | -23.6% |
Q3 2019 | $211,000 | -11.7% | 3,729 | -10.7% | 0.07% | +18.0% |
Q2 2019 | $239,000 | +2.6% | 4,178 | -0.5% | 0.06% | +1.7% |
Q1 2019 | $233,000 | -53.0% | 4,201 | -59.4% | 0.06% | -71.2% |
Q4 2018 | $496,000 | -17.5% | 10,354 | -0.3% | 0.21% | +31.6% |
Q3 2018 | $601,000 | +1.9% | 10,387 | -3.3% | 0.16% | -4.8% |
Q2 2018 | $590,000 | -48.7% | 10,746 | -50.6% | 0.17% | -50.7% |
Q1 2018 | $1,151,000 | +49.3% | 21,765 | +50.5% | 0.34% | +58.2% |
Q4 2017 | $771,000 | -2.7% | 14,465 | -8.5% | 0.21% | -9.7% |
Q3 2017 | $792,000 | +2.2% | 15,812 | -1.8% | 0.24% | -1.7% |
Q2 2017 | $775,000 | -17.0% | 16,100 | -18.8% | 0.24% | -19.7% |
Q1 2017 | $934,000 | -43.0% | 19,837 | -45.3% | 0.30% | -47.1% |
Q4 2016 | $1,638,000 | -0.5% | 36,282 | -5.2% | 0.56% | -5.2% |
Q3 2016 | $1,647,000 | -62.4% | 38,269 | -65.0% | 0.60% | -70.3% |
Q4 2015 | $4,385,000 | -2.1% | 109,438 | -4.9% | 2.01% | -5.4% |
Q3 2015 | $4,481,000 | +32.3% | 115,133 | +44.9% | 2.12% | +42.6% |
Q2 2015 | $3,387,000 | +5.9% | 79,440 | +7.2% | 1.49% | +5.0% |
Q1 2015 | $3,198,000 | +7.2% | 74,109 | +1.0% | 1.42% | +5.7% |
Q4 2014 | $2,984,000 | +9.1% | 73,342 | +3.8% | 1.34% | +7.1% |
Q3 2014 | $2,734,000 | -1.7% | 70,642 | +2.2% | 1.25% | -2.3% |
Q2 2014 | $2,780,000 | +8.1% | 69,097 | +3.7% | 1.28% | +3.2% |
Q1 2014 | $2,572,000 | +19.0% | 66,604 | +15.4% | 1.24% | +4.2% |
Q4 2013 | $2,161,000 | +8.0% | 57,702 | -0.1% | 1.19% | +5.0% |
Q3 2013 | $2,000,000 | +8.0% | 57,784 | -0.3% | 1.14% | +2.6% |
Q2 2013 | $1,852,000 | – | 57,943 | – | 1.11% | – |
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% |