SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $945,000 | +8.9% | 17,058 | -5.9% | 0.15% | -0.7% |
| Q4 2018 | $868,000 | -14.4% | 18,119 | +3.3% | 0.15% | +3.5% |
| Q3 2018 | $1,014,000 | +4.4% | 17,537 | -0.9% | 0.14% | +0.7% |
| Q2 2018 | $971,000 | +12.0% | 17,688 | +7.9% | 0.14% | +11.7% |
| Q1 2018 | $867,000 | +3.5% | 16,394 | +4.2% | 0.13% | +6.7% |
| Q4 2017 | $838,000 | +11.6% | 15,737 | +5.0% | 0.12% | +9.1% |
| Q3 2017 | $751,000 | +4.2% | 14,985 | +0.1% | 0.11% | 0.0% |
| Q2 2017 | $721,000 | +2.3% | 14,967 | +0.4% | 0.11% | -0.9% |
| Q1 2017 | $705,000 | +9.1% | 14,901 | +4.1% | 0.11% | +1.8% |
| Q4 2016 | $646,000 | +4.9% | 14,316 | +1.1% | 0.11% | +5.8% |
| Q3 2016 | $616,000 | +17.3% | 14,158 | +13.3% | 0.10% | +13.2% |
| Q2 2016 | $525,000 | +15.4% | 12,495 | +11.5% | 0.09% | +7.1% |
| Q1 2016 | $455,000 | +4.8% | 11,210 | +3.5% | 0.08% | 0.0% |
| Q4 2015 | $434,000 | +5.3% | 10,830 | +2.3% | 0.08% | +3.7% |
| Q3 2015 | $412,000 | +7.0% | 10,582 | +17.0% | 0.08% | +12.3% |
| Q2 2015 | $385,000 | +1.6% | 9,048 | +3.0% | 0.07% | -3.9% |
| Q1 2015 | $379,000 | +35.4% | 8,786 | +27.4% | 0.08% | +26.7% |
| Q4 2014 | $280,000 | – | 6,895 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
| Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
| MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
| Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
| Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
| Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
| Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
| Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
| Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |