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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $734,000 | -3.2% | 12,128 | +0.4% | 0.20% | +5.8% |
| Q2 2022 | $758,000 | -19.5% | 12,076 | -2.7% | 0.19% | -5.9% |
| Q1 2022 | $942,000 | -6.1% | 12,417 | -0.4% | 0.20% | -2.4% |
| Q4 2021 | $1,003,000 | -0.6% | 12,471 | -5.2% | 0.21% | -8.4% |
| Q3 2021 | $1,009,000 | -0.4% | 13,160 | +1.6% | 0.23% | +0.4% |
| Q2 2021 | $1,013,000 | +7.7% | 12,948 | +2.4% | 0.23% | +0.9% |
| Q1 2021 | $941,000 | +6.2% | 12,644 | -2.7% | 0.22% | +7.7% |
| Q4 2020 | $886,000 | +22.5% | 12,999 | -0.2% | 0.21% | +28.4% |
| Q3 2020 | $723,000 | -0.3% | 13,024 | -5.4% | 0.16% | +4.5% |
| Q2 2020 | $725,000 | +26.5% | 13,771 | +1.2% | 0.16% | +9.9% |
| Q1 2020 | $573,000 | -30.5% | 13,601 | -0.7% | 0.14% | +0.7% |
| Q4 2019 | $824,000 | +15.9% | 13,699 | +8.9% | 0.14% | +17.6% |
| Q3 2019 | $711,000 | -3.5% | 12,578 | -2.5% | 0.12% | -1.7% |
| Q2 2019 | $737,000 | +3.7% | 12,902 | +0.4% | 0.12% | +7.1% |
| Q1 2019 | $711,000 | +28.3% | 12,845 | +11.1% | 0.11% | +15.3% |
| Q4 2018 | $554,000 | -15.3% | 11,561 | +2.2% | 0.10% | +6.5% |
| Q3 2018 | $654,000 | -16.2% | 11,308 | -20.4% | 0.09% | -15.6% |
| Q2 2018 | $780,000 | +2.1% | 14,203 | -1.7% | 0.11% | +4.8% |
| Q1 2018 | $764,000 | +0.9% | 14,442 | +1.6% | 0.10% | +3.0% |
| Q4 2017 | $757,000 | +8.9% | 14,216 | +2.6% | 0.10% | -2.9% |
| Q3 2017 | $695,000 | +6.3% | 13,862 | +2.1% | 0.10% | +8.3% |
| Q2 2017 | $654,000 | +4.1% | 13,578 | +2.4% | 0.10% | -7.7% |
| Q1 2017 | $628,000 | +12.7% | 13,259 | +7.5% | 0.10% | +25.3% |
| Q4 2016 | $557,000 | +7.5% | 12,329 | +3.5% | 0.08% | +15.3% |
| Q3 2016 | $518,000 | +2.4% | 11,909 | -1.2% | 0.07% | -13.3% |
| Q2 2016 | $506,000 | +1.8% | 12,053 | -1.6% | 0.08% | +3.8% |
| Q1 2016 | $497,000 | +2.5% | 12,253 | +1.2% | 0.08% | -25.2% |
| Q4 2015 | $485,000 | -2.0% | 12,109 | -4.8% | 0.11% | -6.1% |
| Q3 2015 | $495,000 | -53.0% | 12,721 | -48.6% | 0.11% | 0.0% |
| Q2 2015 | $1,054,000 | +122.8% | 24,738 | +125.7% | 0.11% | +9.6% |
| Q1 2015 | $473,000 | +0.6% | 10,961 | -5.2% | 0.10% | +9.5% |
| Q4 2014 | $470,000 | +7.1% | 11,563 | +1.8% | 0.10% | -7.8% |
| Q3 2014 | $439,000 | +33.8% | 11,355 | +39.3% | 0.10% | +32.1% |
| Q2 2014 | $328,000 | +30.7% | 8,151 | +25.6% | 0.08% | +30.0% |
| Q1 2014 | $251,000 | – | 6,489 | – | 0.06% | – |
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% |