SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 553 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 65.93 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,547 | +18.2% | 7,041 | +24.0% | 0.00% | – |
| Q2 2023 | $403,158 | +92.9% | 5,676 | +106.0% | 0.00% | – |
| Q1 2022 | $209,000 | -43.2% | 2,756 | -39.8% | 0.00% | -100.0% |
| Q4 2021 | $368,000 | -4.7% | 4,578 | -9.2% | 0.00% | 0.0% |
| Q3 2021 | $386,000 | -21.2% | 5,041 | -19.5% | 0.00% | 0.0% |
| Q2 2021 | $490,000 | +47.6% | 6,263 | +40.2% | 0.00% | 0.0% |
| Q1 2021 | $332,000 | +41.3% | 4,466 | +29.8% | 0.00% | 0.0% |
| Q4 2020 | $235,000 | -61.3% | 3,442 | -66.0% | 0.00% | -50.0% |
| Q4 2019 | $608,000 | +10.1% | 10,110 | +3.6% | 0.00% | 0.0% |
| Q3 2019 | $552,000 | -1.3% | 9,763 | -0.4% | 0.00% | 0.0% |
| Q2 2019 | $559,000 | +7.1% | 9,799 | +4.0% | 0.00% | 0.0% |
| Q1 2019 | $522,000 | +18.1% | 9,424 | +2.2% | 0.00% | 0.0% |
| Q4 2018 | $442,000 | +305.5% | 9,218 | +365.1% | 0.00% | – |
| Q2 2018 | $109,000 | +34.6% | 1,982 | +29.0% | 0.00% | – |
| Q1 2018 | $81,000 | -1.2% | 1,537 | +0.3% | 0.00% | – |
| Q4 2017 | $82,000 | -87.6% | 1,533 | -90.6% | 0.00% | -100.0% |
| Q1 2016 | $662,000 | – | 16,300 | – | 0.01% | – |
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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% |