SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 585 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $241,000 | -12.0% | 4,347 | -16.6% | 0.08% | -18.0% |
| Q2 2020 | $274,000 | -42.9% | 5,212 | -54.2% | 0.10% | -55.2% |
| Q1 2020 | $480,000 | -46.5% | 11,374 | -23.8% | 0.22% | -37.7% |
| Q4 2019 | $898,000 | -33.9% | 14,934 | -37.8% | 0.36% | -44.3% |
| Q3 2019 | $1,358,000 | -3.3% | 24,026 | -2.3% | 0.64% | -0.9% |
| Q2 2019 | $1,404,000 | +1.2% | 24,601 | -1.8% | 0.65% | +0.8% |
| Q1 2019 | $1,388,000 | +9.6% | 25,057 | -5.2% | 0.64% | +3.0% |
| Q4 2018 | $1,267,000 | -17.0% | 26,439 | +0.2% | 0.62% | -22.2% |
| Q3 2018 | $1,526,000 | +4.2% | 26,392 | -1.1% | 0.80% | +7.2% |
| Q2 2018 | $1,465,000 | +11.0% | 26,685 | +6.9% | 0.75% | +6.8% |
| Q1 2018 | $1,320,000 | +4.0% | 24,968 | +4.8% | 0.70% | +10.9% |
| Q4 2017 | $1,269,000 | +7.6% | 23,824 | +1.2% | 0.63% | +2.9% |
| Q3 2017 | $1,179,000 | +5.1% | 23,538 | +1.0% | 0.61% | +7.7% |
| Q2 2017 | $1,122,000 | +201.6% | 23,296 | +196.5% | 0.57% | +131.7% |
| Q1 2017 | $372,000 | – | 7,856 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |