SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $778 | +82.6% | 11,500 | +91.7% | 0.00% | 0.0% |
Q2 2023 | $426 | -43.6% | 6,000 | -47.8% | 0.00% | 0.0% |
Q4 2022 | $755 | -99.9% | 11,500 | -29.9% | 0.00% | 0.0% |
Q3 2022 | $993,000 | -26.7% | 16,400 | -24.1% | 0.00% | -50.0% |
Q2 2022 | $1,355,000 | +427.2% | 21,600 | +575.0% | 0.00% | – |
Q4 2021 | $257,000 | -87.7% | 3,200 | -88.3% | 0.00% | -100.0% |
Q3 2021 | $2,093,000 | +20.4% | 27,300 | +23.0% | 0.00% | +50.0% |
Q2 2021 | $1,738,000 | +229.2% | 22,200 | +212.7% | 0.00% | +100.0% |
Q1 2021 | $528,000 | -36.5% | 7,100 | -52.7% | 0.00% | 0.0% |
Q3 2020 | $832,000 | +228.9% | 15,000 | +150.0% | 0.00% | – |
Q1 2020 | $253,000 | -62.6% | 6,000 | -46.7% | 0.00% | -100.0% |
Q4 2019 | $677,000 | +49.8% | 11,251 | +40.6% | 0.00% | – |
Q3 2019 | $452,000 | +75.9% | 8,000 | +77.8% | 0.00% | – |
Q2 2019 | $257,000 | -46.3% | 4,500 | -55.0% | 0.00% | -100.0% |
Q4 2018 | $479,000 | +107.4% | 10,000 | +150.0% | 0.00% | – |
Q3 2018 | $231,000 | -79.9% | 4,000 | -81.1% | 0.00% | -100.0% |
Q2 2018 | $1,152,000 | +282.7% | 21,200 | +271.9% | 0.00% | – |
Q1 2018 | $301,000 | – | 5,700 | – | 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% |