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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112 | -4.3% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $117 | +4.5% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $112 | +3.7% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $108 | -99.9% | 1,651 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $100,000 | 0.0% | 1,651 | +3.6% | 0.00% | 0.0% |
| Q2 2022 | $100,000 | -17.4% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $121,000 | -5.5% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $128,000 | +4.9% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $122,000 | -2.4% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $125,000 | +5.0% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $119,000 | +9.2% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $109,000 | +23.9% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $88,000 | +4.8% | 1,594 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $84,000 | +33.3% | 1,594 | +6.3% | 0.00% | +100.0% |
| Q1 2020 | $63,000 | -19.2% | 1,500 | +15.4% | 0.00% | 0.0% |
| Q4 2019 | $78,000 | +5.4% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $74,000 | 0.0% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $74,000 | +2.8% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $72,000 | +16.1% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $62,000 | -17.3% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $75,000 | +53.1% | 1,300 | +44.4% | 0.00% | 0.0% |
| Q2 2018 | $49,000 | +2.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $48,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $48,000 | +6.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $45,000 | +4.7% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $43,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $43,000 | +4.9% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $41,000 | +5.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $39,000 | +2.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $38,000 | -57.8% | 900 | -59.1% | 0.00% | 0.0% |
| Q1 2016 | $90,000 | +104.5% | 2,200 | +100.0% | 0.00% | 0.0% |
| Q4 2015 | $44,000 | +91.3% | 1,100 | +83.3% | 0.00% | – |
| Q3 2015 | $23,000 | -11.5% | 600 | 0.0% | 0.00% | – |
| Q2 2015 | $26,000 | +100.0% | 600 | +100.0% | 0.00% | – |
| Q1 2015 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | – |
| Q4 2014 | $12,000 | – | 300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 237,889 | $16,100,312 | 10.10% |
| Newton One Investments LLC | 217,434 | $14,715,915 | 8.76% |
| FINANCIAL CONSULATE, INC | 287,547 | $19,461,185 | 8.59% |
| Mokosak Advisory Group, LLC | 306,853 | $20,767,605 | 8.44% |
| Legacy Wealth Management, Inc | 1,371,043 | $92,792,202 | 8.11% |
| Pillar Wealth Advisors, LLC | 132,470 | $8,965,547 | 7.76% |
| Noble Family Wealth, LLC | 338,684 | $22,922,134 | 7.73% |
| Northeast Financial Group, Inc. | 185,664 | $12,565,758 | 7.72% |
| HHM Wealth Advisors, LLC | 574,019 | $38,849,649 | 7.59% |
| Summit Financial Strategies, Inc. | 586,293 | $39,680,280 | 7.56% |