SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 114 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $1,084,000 | +8.2% | 28,007 | +12.5% | 0.00% | 0.0% |
| Q2 2014 | $1,002,000 | -38.1% | 24,889 | -40.7% | 0.00% | 0.0% |
| Q1 2014 | $1,620,000 | +26.6% | 41,956 | +22.7% | 0.00% | 0.0% |
| Q4 2013 | $1,280,000 | +207.7% | 34,187 | +184.6% | 0.00% | – |
| Q3 2013 | $416,000 | +303.9% | 12,011 | +271.1% | 0.00% | – |
| Q2 2013 | $103,000 | – | 3,237 | – | 0.00% | – |
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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% |