SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 391 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $730,678 | -3.6% | 9,388 | +0.8% | 0.00% | -25.0% |
| Q1 2024 | $758,053 | +11.7% | 9,309 | +3.3% | 0.00% | +33.3% |
| Q4 2023 | $678,577 | +9.5% | 9,009 | -1.6% | 0.00% | 0.0% |
| Q3 2023 | $619,710 | -11.7% | 9,156 | -7.3% | 0.00% | 0.0% |
| Q2 2023 | $701,474 | -0.5% | 9,876 | -5.0% | 0.00% | 0.0% |
| Q1 2023 | $705,184 | +20.1% | 10,393 | +16.2% | 0.00% | 0.0% |
| Q4 2022 | $586,963 | +9.1% | 8,946 | +0.6% | 0.00% | +50.0% |
| Q3 2022 | $538,000 | -0.2% | 8,894 | +3.5% | 0.00% | 0.0% |
| Q2 2022 | $539,000 | -15.3% | 8,590 | +2.4% | 0.00% | 0.0% |
| Q1 2022 | $636,000 | -11.0% | 8,386 | -5.6% | 0.00% | -33.3% |
| Q4 2021 | $715,000 | +16.6% | 8,884 | +11.0% | 0.00% | 0.0% |
| Q3 2021 | $613,000 | +0.3% | 8,000 | +2.4% | 0.00% | 0.0% |
| Q2 2021 | $611,000 | +8.3% | 7,812 | +3.1% | 0.00% | 0.0% |
| Q1 2021 | $564,000 | +9.5% | 7,574 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $515,000 | +27.2% | 7,556 | +3.6% | 0.00% | 0.0% |
| Q3 2020 | $405,000 | +4.1% | 7,291 | -1.5% | 0.00% | 0.0% |
| Q2 2020 | $389,000 | +7.5% | 7,400 | -13.8% | 0.00% | 0.0% |
| Q1 2020 | $362,000 | -27.3% | 8,587 | +3.7% | 0.00% | +50.0% |
| Q4 2019 | $498,000 | +5.5% | 8,283 | -0.7% | 0.00% | -33.3% |
| Q3 2019 | $472,000 | -5.0% | 8,344 | -4.2% | 0.00% | 0.0% |
| Q2 2019 | $497,000 | +6.7% | 8,707 | +3.4% | 0.00% | 0.0% |
| Q1 2019 | $466,000 | +5.7% | 8,421 | -8.4% | 0.00% | 0.0% |
| Q4 2018 | $441,000 | -12.7% | 9,193 | +5.3% | 0.00% | 0.0% |
| Q3 2018 | $505,000 | +15.6% | 8,727 | +9.5% | 0.00% | 0.0% |
| Q2 2018 | $437,000 | +7.1% | 7,969 | +3.4% | 0.00% | 0.0% |
| Q1 2018 | $408,000 | +1.0% | 7,704 | +1.6% | 0.00% | +50.0% |
| Q4 2017 | $404,000 | +9.5% | 7,583 | +2.9% | 0.00% | -33.3% |
| Q3 2017 | $369,000 | +6.0% | 7,367 | +2.0% | 0.00% | 0.0% |
| Q2 2017 | $348,000 | – | 7,226 | – | 0.00% | – |
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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% |