SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $802,553,000 | +101489.0% | 20,029 | -1.4% | 0.52% | -4.2% |
| Q3 2015 | $790,000 | -41.6% | 20,309 | -36.0% | 0.55% | -36.5% |
| Q2 2015 | $1,353,000 | -8.0% | 31,734 | -13.2% | 0.86% | -8.5% |
| Q1 2015 | $1,471,000 | +23.9% | 36,561 | +25.3% | 0.94% | +21.8% |
| Q4 2014 | $1,187,000 | -13.9% | 29,174 | -18.1% | 0.77% | -14.6% |
| Q3 2014 | $1,379,000 | -6.3% | 35,632 | -2.5% | 0.91% | -3.7% |
| Q2 2014 | $1,471,000 | +11.1% | 36,561 | +6.6% | 0.94% | +6.0% |
| Q1 2014 | $1,324,000 | +6.1% | 34,295 | +2.9% | 0.89% | +4.6% |
| Q4 2013 | $1,248,000 | +39.4% | 33,336 | +28.9% | 0.85% | +15.5% |
| Q3 2013 | $895,000 | +62.1% | 25,865 | +51.7% | 0.74% | +49.1% |
| Q2 2013 | $552,000 | – | 17,050 | – | 0.49% | – |
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% |