SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 286 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $775,410 | -19.8% | 11,457 | -15.8% | 0.18% | -16.7% |
| Q2 2023 | $966,363 | -5.6% | 13,605 | -9.8% | 0.22% | -13.0% |
| Q1 2023 | $1,023,314 | +17.9% | 15,082 | +14.0% | 0.25% | +5.8% |
| Q4 2022 | $867,758 | +6.7% | 13,226 | -1.5% | 0.24% | +3.9% |
| Q3 2022 | $813,000 | -3.9% | 13,432 | -0.4% | 0.23% | -2.5% |
| Q2 2022 | $846,000 | -12.9% | 13,485 | +5.3% | 0.24% | +9.2% |
| Q1 2022 | $971,000 | -5.6% | 12,802 | +0.1% | 0.22% | +4.3% |
| Q4 2021 | $1,029,000 | +8.4% | 12,793 | +3.3% | 0.21% | -2.3% |
| Q3 2021 | $949,000 | +4.3% | 12,379 | +6.5% | 0.21% | +6.5% |
| Q2 2021 | $910,000 | +5.4% | 11,627 | +0.3% | 0.20% | -5.2% |
| Q1 2021 | $863,000 | -4.7% | 11,598 | -12.8% | 0.21% | -7.0% |
| Q4 2020 | $906,000 | +26.9% | 13,294 | +3.4% | 0.23% | +9.7% |
| Q3 2020 | $714,000 | -14.6% | 12,863 | -19.0% | 0.21% | -23.0% |
| Q2 2020 | $836,000 | +19.3% | 15,878 | -4.5% | 0.27% | -1.5% |
| Q1 2020 | $701,000 | -36.0% | 16,622 | -8.8% | 0.27% | -21.6% |
| Q4 2019 | $1,096,000 | +12.0% | 18,218 | +5.2% | 0.35% | +5.1% |
| Q3 2019 | $979,000 | +17.7% | 17,318 | +18.8% | 0.33% | +18.6% |
| Q2 2019 | $832,000 | +3.9% | 14,580 | +0.8% | 0.28% | -1.4% |
| Q1 2019 | $801,000 | +1.9% | 14,469 | -11.8% | 0.28% | -14.8% |
| Q4 2018 | $786,000 | -18.6% | 16,402 | -1.8% | 0.33% | +5.7% |
| Q3 2018 | $966,000 | +3.2% | 16,698 | -2.1% | 0.31% | -7.1% |
| Q2 2018 | $936,000 | +6.2% | 17,052 | +2.3% | 0.34% | +6.3% |
| Q1 2018 | $881,000 | -34.6% | 16,663 | -34.2% | 0.32% | -33.1% |
| Q4 2017 | $1,348,000 | -22.3% | 25,309 | -26.9% | 0.48% | -25.0% |
| Q3 2017 | $1,735,000 | -40.9% | 34,617 | -43.2% | 0.63% | -43.6% |
| Q2 2017 | $2,934,000 | +5.5% | 60,913 | +3.6% | 1.12% | +8.4% |
| Q1 2017 | $2,782,000 | -33.3% | 58,773 | -36.3% | 1.04% | -34.6% |
| Q4 2016 | $4,168,000 | +439.9% | 92,305 | +420.5% | 1.58% | +447.4% |
| Q3 2016 | $772,000 | – | 17,735 | – | 0.29% | – |
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% |