SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
| Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
| MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
| Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
| Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
| Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
| Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
| Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
| Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |