SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $2,381,000 | -79.0% | 44,793 | -80.2% | 0.25% | -61.9% |
| Q3 2017 | $11,346,000 | +13.0% | 226,489 | +8.6% | 0.65% | +4.3% |
| Q2 2017 | $10,039,000 | +3.5% | 208,516 | +1.7% | 0.62% | -6.9% |
| Q1 2017 | $9,698,000 | +11.5% | 204,996 | +6.4% | 0.67% | +2.5% |
| Q4 2016 | $8,695,000 | +13.0% | 192,672 | +8.9% | 0.65% | +10.5% |
| Q3 2016 | $7,695,000 | +17.5% | 176,885 | +13.5% | 0.59% | +10.3% |
| Q2 2016 | $6,547,000 | +14.6% | 155,785 | +10.7% | 0.53% | -0.6% |
| Q1 2016 | $5,714,000 | +35.4% | 140,778 | +33.6% | 0.54% | +1.1% |
| Q4 2015 | $4,219,000 | +1928.4% | 105,390 | +1880.3% | 0.53% | +2112.5% |
| Q3 2015 | $208,000 | – | 5,322 | – | 0.02% | – |
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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% |