SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 80.62 and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| 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% |