SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,235 | -5.9% | 166 | -1.2% | 0.00% | 0.0% |
| Q2 2023 | $11,934 | -2.8% | 168 | -7.2% | 0.00% | 0.0% |
| Q1 2023 | $12,281 | +3.4% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,875 | +8.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -15.4% | 181 | -11.3% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -95.6% | 204 | -95.9% | 0.00% | -96.0% |
| Q4 2019 | $298,000 | +0.3% | 4,957 | -5.7% | 0.02% | -39.0% |
| Q3 2019 | $297,000 | +14.2% | 5,256 | +7.6% | 0.04% | 0.0% |
| Q4 2017 | $260,000 | +6.1% | 4,884 | 0.0% | 0.04% | +2.5% |
| Q3 2017 | $245,000 | -20.2% | 4,884 | -23.5% | 0.04% | -9.1% |
| Q2 2017 | $307,000 | +1.7% | 6,381 | 0.0% | 0.04% | +2.3% |
| Q1 2017 | $302,000 | -1.9% | 6,381 | -6.5% | 0.04% | -8.5% |
| Q4 2016 | $308,000 | -49.3% | 6,822 | -51.1% | 0.05% | -48.9% |
| Q3 2016 | $608,000 | +3.6% | 13,963 | +0.0% | 0.09% | -1.1% |
| Q2 2016 | $587,000 | – | 13,961 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 271,083 | $17,785,781 | 13.30% |
| Pillar Wealth Advisors, LLC | 143,842 | $9,437,443 | 9.10% |
| Newton One Investments LLC | 212,657 | $13,952,416 | 9.00% |
| Mokosak Advisory Group, LLC | 289,102 | $18,997,078 | 8.50% |
| Legacy Wealth Management, Inc | 1,344,050 | $88,183,125 | 8.43% |
| BLB&B Advisors, LLC | 1,494,983 | $98,085,833 | 7.60% |
| HHM Wealth Advisors, LLC | 505,595 | $33,172,102 | 7.58% |
| Sightline Wealth Advisors, LLC | 106,868 | $7,011,585 | 7.56% |
| Harbor Group, Inc. | 176,614 | $11,587,622 | 7.46% |
| Northeast Financial Group, Inc. | 136,181 | $8,934,844 | 7.08% |