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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,188,643 | -15.7% | 17,563 | -11.5% | 0.05% | -13.2% |
Q2 2023 | $1,410,017 | -21.7% | 19,851 | -25.2% | 0.05% | -22.1% |
Q1 2023 | $1,800,671 | -20.1% | 26,539 | -22.7% | 0.07% | -24.4% |
Q4 2022 | $2,252,785 | +88.4% | 34,336 | +73.8% | 0.09% | +80.0% |
Q3 2022 | $1,196,000 | -40.7% | 19,759 | -38.5% | 0.05% | -38.3% |
Q2 2022 | $2,017,000 | +32.5% | 32,150 | +60.3% | 0.08% | +44.6% |
Q1 2022 | $1,522,000 | -10.5% | 20,061 | -5.1% | 0.06% | -6.7% |
Q4 2021 | $1,700,000 | +2.1% | 21,136 | -2.7% | 0.06% | -7.7% |
Q3 2021 | $1,665,000 | +1.0% | 21,724 | +3.1% | 0.06% | +1.6% |
Q2 2021 | $1,649,000 | +4.6% | 21,064 | -0.6% | 0.06% | -1.5% |
Q1 2021 | $1,577,000 | +6.6% | 21,189 | -2.4% | 0.06% | +1.6% |
Q4 2020 | $1,480,000 | +385.2% | 21,700 | +294.2% | 0.06% | +326.7% |
Q3 2020 | $305,000 | +16.4% | 5,505 | +10.7% | 0.02% | +7.1% |
Q2 2020 | $262,000 | +19.6% | 4,973 | -4.5% | 0.01% | +7.7% |
Q1 2020 | $219,000 | -43.7% | 5,205 | -19.6% | 0.01% | -35.0% |
Q4 2019 | $389,000 | +16.1% | 6,474 | +9.3% | 0.02% | +11.1% |
Q3 2019 | $335,000 | -2.9% | 5,921 | -2.0% | 0.02% | -5.3% |
Q2 2019 | $345,000 | -0.9% | 6,039 | -3.9% | 0.02% | -5.0% |
Q1 2019 | $348,000 | +19.2% | 6,283 | +2.9% | 0.02% | +11.1% |
Q4 2018 | $292,000 | -7.9% | 6,103 | +11.4% | 0.02% | 0.0% |
Q3 2018 | $317,000 | -5.1% | 5,478 | -10.0% | 0.02% | -10.0% |
Q2 2018 | $334,000 | -1.2% | 6,086 | -4.8% | 0.02% | -4.8% |
Q1 2018 | $338,000 | -2.3% | 6,391 | -1.7% | 0.02% | 0.0% |
Q4 2017 | $346,000 | +6.1% | 6,499 | -0.1% | 0.02% | 0.0% |
Q3 2017 | $326,000 | +3.5% | 6,507 | -0.5% | 0.02% | 0.0% |
Q2 2017 | $315,000 | -3.7% | 6,540 | -5.3% | 0.02% | -8.7% |
Q1 2017 | $327,000 | +5.1% | 6,905 | +0.1% | 0.02% | 0.0% |
Q4 2016 | $311,000 | +2.0% | 6,898 | -1.5% | 0.02% | -4.2% |
Q3 2016 | $305,000 | +4.1% | 7,000 | +0.3% | 0.02% | 0.0% |
Q2 2016 | $293,000 | – | 6,977 | – | 0.02% | – |
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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% |