BAR HARBOR TRUST SERVICES - SCHWAB STRATEGIC TR ownership

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
BAR HARBOR TRUST SERVICES ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$248,0007,7560.13%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2014
NameSharesValueWeighting ↓
MONEYWISE, INC. 237,889$16,100,31210.10%
Newton One Investments LLC 217,434$14,715,9158.76%
FINANCIAL CONSULATE, INC 287,547$19,461,1858.59%
Mokosak Advisory Group, LLC 306,853$20,767,6058.44%
Legacy Wealth Management, Inc 1,371,043$92,792,2028.11%
Pillar Wealth Advisors, LLC 132,470$8,965,5477.76%
Noble Family Wealth, LLC 338,684$22,922,1347.73%
Northeast Financial Group, Inc. 185,664$12,565,7587.72%
HHM Wealth Advisors, LLC 574,019$38,849,6497.59%
Summit Financial Strategies, Inc. 586,293$39,680,2807.56%
View complete list of SCHWAB STRATEGIC TR shareholders