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 | $261,651 | -6.7% | 3,866 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $280,427 | +104148.0% | 3,948 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $269 | +3.9% | 3,974 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $259 | -99.9% | 3,948 | -4.8% | 0.00% | -33.3% |
| Q3 2022 | $252,000 | -4.2% | 4,148 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $263,000 | -13.8% | 4,198 | +4.6% | 0.00% | +50.0% |
| Q1 2022 | $305,000 | -5.6% | 4,014 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $323,000 | -3.6% | 4,014 | -8.1% | 0.00% | 0.0% |
| Q3 2021 | $335,000 | -4.0% | 4,367 | -2.0% | 0.00% | 0.0% |
| Q2 2021 | $349,000 | +15.6% | 4,455 | +9.8% | 0.00% | 0.0% |
| Q1 2021 | $302,000 | +9.0% | 4,058 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $277,000 | +313.4% | 4,058 | +235.1% | 0.00% | +200.0% |
| Q1 2019 | $67,000 | +139.3% | 1,211 | +109.5% | 0.00% | – |
| Q4 2018 | $28,000 | -15.2% | 578 | 0.0% | 0.00% | – |
| Q3 2018 | $33,000 | +3.1% | 578 | 0.0% | 0.00% | – |
| Q2 2018 | $32,000 | +3.2% | 578 | 0.0% | 0.00% | – |
| Q1 2018 | $31,000 | -61.7% | 578 | -62.2% | 0.00% | -100.0% |
| Q4 2017 | $81,000 | – | 1,529 | – | 0.00% | – |
Download | ||||||
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% |