SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 137 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $326,000 | +9.8% | 7,759 | +5.9% | 0.16% | -5.3% |
| Q1 2016 | $297,000 | +6.5% | 7,328 | +5.3% | 0.17% | +22.3% |
| Q4 2015 | $279,000 | +6.9% | 6,958 | +3.8% | 0.14% | 0.0% |
| Q3 2015 | $261,000 | -2.6% | 6,706 | +6.8% | 0.14% | +16.8% |
| Q2 2015 | $268,000 | +4.3% | 6,281 | +5.5% | 0.12% | +8.2% |
| Q1 2015 | $257,000 | -2.7% | 5,951 | -8.3% | 0.11% | -2.7% |
| Q4 2014 | $264,000 | +1.1% | 6,487 | -3.7% | 0.11% | -3.4% |
| Q3 2014 | $261,000 | -9.7% | 6,737 | -6.3% | 0.12% | -4.9% |
| Q2 2014 | $289,000 | +12.5% | 7,192 | +8.2% | 0.12% | +7.0% |
| Q1 2014 | $257,000 | -13.5% | 6,648 | -16.1% | 0.12% | -13.5% |
| Q4 2013 | $297,000 | -12.6% | 7,921 | -19.3% | 0.13% | -16.9% |
| Q3 2013 | $340,000 | +37.1% | 9,811 | +26.5% | 0.16% | +23.1% |
| Q2 2013 | $248,000 | – | 7,756 | – | 0.13% | – |
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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% |