SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 206 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $125,000 | +25.0% | 2,375 | 0.0% | 0.02% | -4.0% |
| Q1 2020 | $100,000 | -30.1% | 2,375 | 0.0% | 0.02% | -34.2% |
| Q4 2019 | $143,000 | +6.7% | 2,375 | 0.0% | 0.04% | +11.8% |
| Q3 2019 | $134,000 | -1.5% | 2,375 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $136,000 | +3.0% | 2,375 | 0.0% | 0.03% | +17.2% |
| Q1 2019 | $132,000 | +15.8% | 2,375 | 0.0% | 0.03% | +20.8% |
| Q4 2018 | $114,000 | -16.8% | 2,375 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $137,000 | +5.4% | 2,375 | 0.0% | 0.02% | +31.6% |
| Q2 2018 | $130,000 | -94.5% | 2,375 | +1784.9% | 0.02% | -9.5% |
| Q1 2018 | $2,375,000 | +1770.1% | 126 | -94.7% | 0.02% | +61.5% |
| Q4 2017 | $127,000 | +6.7% | 2,375 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $119,000 | -99.3% | 2,375 | +184.1% | 0.01% | -69.2% |
| Q1 2017 | $17,673,000 | +2598.2% | 836 | -94.4% | 0.04% | -51.9% |
| Q3 2016 | $655,000 | +40.0% | 15,049 | +35.1% | 0.08% | +47.3% |
| Q2 2016 | $468,000 | -99.9% | 11,139 | +3.9% | 0.06% | -93.5% |
| Q1 2016 | $435,349,000 | +50580.9% | 10,725 | -50.0% | 0.85% | +623.1% |
| Q4 2015 | $859,000 | – | 21,450 | – | 0.12% | – |
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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% |