SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 270 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $209,000 | -35.1% | 4,966 | -7.2% | 0.02% | -18.2% |
| Q4 2019 | $322,000 | -5.6% | 5,351 | -11.2% | 0.02% | -12.0% |
| Q3 2019 | $341,000 | +4.3% | 6,023 | +5.0% | 0.02% | +4.2% |
| Q2 2019 | $327,000 | -0.9% | 5,736 | -3.6% | 0.02% | -4.0% |
| Q1 2019 | $330,000 | +76.5% | 5,953 | +52.6% | 0.02% | +47.1% |
| Q4 2018 | $187,000 | -26.7% | 3,902 | -11.4% | 0.02% | -19.0% |
| Q3 2018 | $255,000 | +26.2% | 4,402 | +19.7% | 0.02% | +16.7% |
| Q2 2018 | $202,000 | -0.5% | 3,678 | -4.2% | 0.02% | -5.3% |
| Q1 2018 | $203,000 | +1.0% | 3,839 | +1.5% | 0.02% | -5.0% |
| Q4 2017 | $201,000 | +4.7% | 3,781 | -1.4% | 0.02% | -4.8% |
| Q3 2017 | $192,000 | +6.7% | 3,835 | +2.8% | 0.02% | 0.0% |
| Q2 2017 | $180,000 | +9.1% | 3,729 | +7.2% | 0.02% | -8.7% |
| Q1 2017 | $165,000 | +27.9% | 3,479 | +21.9% | 0.02% | +21.1% |
| Q4 2016 | $129,000 | 0.0% | 2,854 | -3.9% | 0.02% | -5.0% |
| Q3 2016 | $129,000 | -7.9% | 2,969 | -11.1% | 0.02% | -13.0% |
| Q2 2016 | $140,000 | -29.6% | 3,341 | -31.8% | 0.02% | -34.3% |
| Q1 2016 | $199,000 | -5.2% | 4,901 | -6.6% | 0.04% | -10.3% |
| Q4 2015 | $210,000 | – | 5,248 | – | 0.04% | – |
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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% |