SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |