MARINER INDEPENDENT ADVISOR NETWORK, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$2,529,000
+7.4%
41,773
+14.4%
0.11%
+10.1%
Q2 2022$2,354,000
-2.7%
36,499
+14.9%
0.10%
+6.5%
Q1 2022$2,420,000
+13.7%
31,775
+20.3%
0.09%
-7.0%
Q4 2021$2,129,000
-8.8%
26,419
-13.3%
0.10%
-12.3%
Q3 2021$2,335,000
+7.2%
30,462
+9.5%
0.11%
+15.2%
Q2 2021$2,178,000
+8.8%
27,829
+3.4%
0.10%
-4.8%
Q1 2021$2,002,000
+9.8%
26,904
+0.6%
0.10%
+7.2%
Q4 2020$1,823,000
+28.8%
26,745
+4.9%
0.10%
-17.1%
Q3 2020$1,415,000
+11.4%
25,502
+5.6%
0.12%0.0%
Q2 2020$1,270,000
-4.9%
24,143
-27.4%
0.12%
-3.3%
Q1 2020$1,335,000
-41.6%
33,234
-12.6%
0.12%
-26.7%
Q4 2019$2,287,000
-12.9%
38,014
-19.3%
0.16%
-17.1%
Q3 2019$2,625,000
-3.5%
47,103
-0.9%
0.20%
-2.9%
Q2 2019$2,720,000
+21.9%
47,546
+18.8%
0.20%
+8.5%
Q1 2019$2,232,000
-1.9%
40,028
-11.8%
0.19%
-6.9%
Q4 2018$2,276,000
-9.0%
45,359
+4.8%
0.20%
-35.1%
Q3 2018$2,502,000
+304.2%
43,272
+283.6%
0.31%
+184.5%
Q2 2018$619,000
-15.3%
11,281
-18.5%
0.11%
+144.4%
Q1 2018$731,000
-7.5%
13,836
-23.8%
0.04%
-60.2%
Q3 2016$790,000
+19.5%
18,147
+15.3%
0.11%
-9.6%
Q2 2016$661,000
+75.3%
15,740
-13.4%
0.12%
+4.2%
Q1 2016$377,000
-58.1%
18,175
-19.1%
0.12%
-80.1%
Q4 2015$900,000
+20.5%
22,461
+17.0%
0.60%
+111.2%
Q3 2015$747,000
-100.0%
19,193
-65.7%
0.29%
-75.5%
Q2 2015$2,386,177,000
+6.2%
55,961
+7.5%
1.17%
-7.0%
Q1 2015$2,246,346,000
+2.3%
52,059
-3.6%
1.26%
+23.4%
Q4 2014$2,196,110,000
+19.9%
53,985
+14.0%
1.02%
+6.3%
Q3 2014$1,832,011,000
-5.5%
47,339
-1.8%
0.96%
+0.3%
Q2 2014$1,938,884,00048,1830.95%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2018
NameSharesValueWeighting ↓
HT Partners LLC 498,318$19,559,00012.67%
Brouwer & Janachowski, LLC 501,958$20,113,00010.86%
Legacy Wealth Management, Inc 839,037$33,620,0009.43%
OLD DOMINION CAPITAL MANAGEMENT INC 163,411$6,548,0008.27%
SVA Wealth Management, LLC 1,152,237$46,170,0007.99%
Sharkey, Howes & Javer 262,531$10,520,0007.34%
Financial Management Professionals, Inc. 352,400$14,120,0007.24%
Kernodle & Katon Asset Management Group, LLC 178,194$7,140,0006.84%
WealthTrust-Arizona, LLC 271,170$10,865,0006.54%
Moisand Fitzgerald Tamayo, LLC 168,942$6,770,0005.82%
View complete list of SCHWAB STRATEGIC TR shareholders