SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 137 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,400 | -4.7% | 5,000 | 0.0% | 0.03% | -7.1% |
| Q2 2023 | $355,150 | +4.7% | 5,000 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $339,250 | +3.4% | 5,000 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $328,050 | -15.2% | 5,000 | -21.8% | 0.03% | -25.6% |
| Q3 2022 | $387,000 | -3.5% | 6,390 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $401,000 | +62.3% | 6,390 | +96.6% | 0.04% | +77.3% |
| Q1 2022 | $247,000 | -5.4% | 3,250 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $261,000 | +5.2% | 3,250 | 0.0% | 0.02% | -23.3% |
| Q3 2021 | $248,000 | -2.4% | 3,250 | 0.0% | 0.03% | +20.0% |
| Q2 2021 | $254,000 | +5.0% | 3,250 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $242,000 | +9.0% | 3,250 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $222,000 | +23.3% | 3,250 | 0.0% | 0.02% | +9.1% |
| Q3 2020 | $180,000 | +5.3% | 3,250 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $171,000 | +24.8% | 3,250 | 0.0% | 0.02% | +9.5% |
| Q1 2020 | $137,000 | +0.7% | 3,250 | +3.0% | 0.02% | -16.0% |
| Q1 2015 | $136,000 | -99.9% | 3,155 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $128,345,000 | +105100.8% | 3,155 | 0.0% | 0.02% | +4.2% |
| Q3 2014 | $122,000 | – | 3,155 | – | 0.02% | – |
Download | ||||||
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% |