SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 390 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,088,294 | +3.3% | 16,080 | +8.4% | 0.10% | +5.1% |
| Q2 2023 | $1,053,801 | -3.2% | 14,836 | -7.5% | 0.10% | -6.7% |
| Q1 2023 | $1,088,178 | +8.3% | 16,038 | +4.8% | 0.10% | +2.9% |
| Q4 2022 | $1,004,358 | +12.8% | 15,308 | +4.2% | 0.10% | +4.1% |
| Q3 2022 | $890,000 | -3.6% | 14,698 | -0.1% | 0.10% | -2.0% |
| Q2 2022 | $923,000 | -22.7% | 14,707 | -6.6% | 0.10% | -11.5% |
| Q1 2022 | $1,194,000 | +35.5% | 15,744 | +43.7% | 0.11% | +31.4% |
| Q4 2021 | $881,000 | +7.8% | 10,956 | +2.7% | 0.09% | +1.2% |
| Q3 2021 | $817,000 | +43.1% | 10,663 | +4.8% | 0.08% | -22.0% |
| Q1 2019 | $571,000 | -13.4% | 10,175 | -26.0% | 0.11% | -22.7% |
| Q4 2018 | $659,000 | -16.5% | 13,744 | +0.1% | 0.14% | -13.0% |
| Q3 2018 | $789,000 | +6.6% | 13,726 | +1.8% | 0.16% | +3.8% |
| Q2 2018 | $740,000 | +4.4% | 13,477 | -1.2% | 0.16% | +1.3% |
| Q1 2018 | $709,000 | -17.0% | 13,639 | -13.4% | 0.15% | -14.4% |
| Q4 2017 | $854,000 | +7.7% | 15,754 | -0.4% | 0.18% | +3.4% |
| Q3 2017 | $793,000 | +3.9% | 15,822 | +2.6% | 0.17% | 0.0% |
| Q2 2017 | $763,000 | +18.7% | 15,425 | +11.5% | 0.17% | +11.5% |
| Q1 2017 | $643,000 | +5.1% | 13,829 | +3.9% | 0.16% | +2.0% |
| Q4 2016 | $612,000 | +17.0% | 13,306 | +7.9% | 0.15% | +10.1% |
| Q3 2016 | $523,000 | -0.9% | 12,333 | +0.9% | 0.14% | -1.4% |
| Q2 2016 | $528,000 | +10.2% | 12,221 | +3.9% | 0.14% | +6.0% |
| Q1 2016 | $479,000 | – | 11,765 | – | 0.13% | – |
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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% |