SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $23,954,000 | +9.2% | 398,362 | +2.7% | 0.15% | 0.0% |
| Q3 2019 | $21,935,000 | +7.4% | 387,958 | +8.5% | 0.15% | +2.0% |
| Q2 2019 | $20,418,000 | +177.6% | 357,506 | +169.6% | 0.15% | +164.3% |
| Q1 2019 | $7,356,000 | +23.4% | 132,621 | +6.8% | 0.06% | +3.7% |
| Q4 2018 | $5,960,000 | -2.2% | 124,182 | +17.9% | 0.05% | +5.9% |
| Q3 2018 | $6,093,000 | +22.9% | 105,371 | +12.3% | 0.05% | +10.9% |
| Q2 2018 | $4,956,000 | 0.0% | 93,825 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $4,956,000 | +4.3% | 93,825 | +5.2% | 0.05% | +2.2% |
| Q4 2017 | $4,752,000 | +7.9% | 89,217 | +1.5% | 0.04% | -6.2% |
| Q3 2017 | $4,404,000 | +23.2% | 87,902 | +18.4% | 0.05% | +14.3% |
| Q2 2017 | $3,576,000 | +28.6% | 74,249 | +26.4% | 0.04% | +20.0% |
| Q1 2017 | $2,780,000 | +11.5% | 58,731 | +5.7% | 0.04% | 0.0% |
| Q4 2016 | $2,493,000 | +11.9% | 55,541 | +8.4% | 0.04% | +6.1% |
| Q3 2016 | $2,227,000 | +13.3% | 51,220 | +9.5% | 0.03% | +6.5% |
| Q2 2016 | $1,965,000 | +72.5% | 46,786 | +66.7% | 0.03% | +55.0% |
| Q1 2016 | $1,139,000 | +4.6% | 28,064 | +3.3% | 0.02% | 0.0% |
| Q4 2015 | $1,089,000 | +8.6% | 27,160 | +5.4% | 0.02% | -4.8% |
| Q3 2015 | $1,003,000 | -37.4% | 25,765 | -31.4% | 0.02% | -30.0% |
| Q2 2015 | $1,601,000 | -20.1% | 37,538 | -19.2% | 0.03% | -21.1% |
| Q1 2015 | $2,003,000 | +228.4% | 46,445 | +209.9% | 0.04% | +192.3% |
| Q4 2014 | $610,000 | +20233.3% | 14,985 | +16550.0% | 0.01% | – |
| Q3 2014 | $3,000 | +200.0% | 90 | +181.2% | 0.00% | – |
| Q2 2014 | $1,000 | -99.5% | 32 | -99.4% | 0.00% | -100.0% |
| Q1 2014 | $211,000 | +24.1% | 5,468 | +20.7% | 0.01% | +20.0% |
| Q4 2013 | $170,000 | +169.8% | 4,529 | +148.4% | 0.01% | +150.0% |
| Q3 2013 | $63,000 | +800.0% | 1,823 | +685.8% | 0.00% | – |
| Q2 2013 | $7,000 | – | 232 | – | 0.00% | – |
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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% |