SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $1,090,000 | -32.3% | 28,010 | -25.8% | 0.07% | -20.2% |
| Q2 2015 | $1,609,000 | +211.2% | 37,725 | +215.0% | 0.09% | +217.9% |
| Q1 2015 | $517,000 | +18.9% | 11,975 | +11.9% | 0.03% | +12.0% |
| Q4 2014 | $435,000 | -4.0% | 10,700 | -8.7% | 0.02% | -3.8% |
| Q3 2014 | $453,000 | -0.7% | 11,725 | +3.4% | 0.03% | 0.0% |
| Q2 2014 | $456,000 | +61.1% | 11,335 | +54.7% | 0.03% | +52.9% |
| Q1 2014 | $283,000 | +3.3% | 7,325 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $274,000 | +7.9% | 7,325 | 0.0% | 0.02% | -5.6% |
| Q3 2013 | $254,000 | – | 7,325 | – | 0.02% | – |
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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% |