SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $202,000 | -9.0% | 3,681 | -12.2% | 0.09% | -8.9% |
| Q1 2018 | $222,000 | -12.9% | 4,191 | -12.6% | 0.10% | -8.2% |
| Q4 2017 | $255,000 | -34.3% | 4,796 | -38.1% | 0.11% | -32.9% |
| Q3 2017 | $388,000 | +2.1% | 7,744 | -2.0% | 0.16% | -5.7% |
| Q2 2017 | $380,000 | +3.5% | 7,899 | +1.8% | 0.17% | +1.8% |
| Q1 2017 | $367,000 | +5.8% | 7,759 | +1.0% | 0.17% | -23.3% |
| Q4 2016 | $347,000 | +8.4% | 7,681 | +4.5% | 0.22% | +36.8% |
| Q3 2016 | $320,000 | +6.7% | 7,350 | +2.8% | 0.16% | +4.5% |
| Q2 2016 | $300,000 | -1.3% | 7,150 | -4.6% | 0.16% | -3.7% |
| Q1 2016 | $304,000 | -0.3% | 7,498 | -1.4% | 0.16% | -5.3% |
| Q4 2015 | $305,000 | +1.0% | 7,605 | -2.0% | 0.17% | -3.9% |
| Q3 2015 | $302,000 | +8.6% | 7,760 | +19.0% | 0.18% | -6.3% |
| Q2 2015 | $278,000 | +9.0% | 6,522 | +10.3% | 0.19% | +8.0% |
| Q1 2015 | $255,000 | +14.9% | 5,915 | +8.5% | 0.18% | +10.0% |
| Q4 2014 | $222,000 | – | 5,453 | – | 0.16% | – |
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% |