SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,009,244 | +2.2% | 14,912 | +7.2% | 0.15% | +8.9% |
| Q2 2023 | $987,814 | +50.2% | 13,907 | +43.5% | 0.14% | +43.6% |
| Q1 2023 | $657,602 | +1079.2% | 9,692 | +1040.2% | 0.09% | +1075.0% |
| Q4 2022 | $55,769 | -87.4% | 850 | -88.3% | 0.01% | -88.2% |
| Q3 2022 | $441,000 | -3.5% | 7,285 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $457,000 | -17.4% | 7,285 | 0.0% | 0.07% | -1.4% |
| Q1 2022 | $553,000 | -61.9% | 7,285 | -59.7% | 0.07% | -62.7% |
| Q4 2021 | $1,453,000 | +4.2% | 18,063 | -0.7% | 0.18% | +5.1% |
| Q3 2021 | $1,395,000 | -0.6% | 18,195 | +1.4% | 0.18% | -0.6% |
| Q2 2021 | $1,403,000 | +5.1% | 17,935 | 0.0% | 0.18% | +0.6% |
| Q1 2021 | $1,335,000 | +75.0% | 17,935 | +60.1% | 0.18% | +50.4% |
| Q4 2020 | $763,000 | +22.9% | 11,205 | 0.0% | 0.12% | +9.3% |
| Q3 2020 | $621,000 | +8.9% | 11,205 | +3.3% | 0.11% | +5.9% |
| Q2 2020 | $570,000 | +24.7% | 10,850 | 0.0% | 0.10% | +9.8% |
| Q1 2020 | $457,000 | -34.1% | 10,850 | -6.1% | 0.09% | +10.8% |
| Q4 2019 | $694,000 | -13.2% | 11,550 | -18.4% | 0.08% | -2.4% |
| Q3 2019 | $800,000 | +0.9% | 14,150 | +1.9% | 0.08% | 0.0% |
| Q2 2019 | $793,000 | -0.5% | 13,890 | -3.5% | 0.08% | +6.2% |
| Q1 2019 | $797,000 | +96.3% | 14,395 | +69.9% | 0.08% | +77.8% |
| Q4 2018 | $406,000 | -4.5% | 8,475 | +15.3% | 0.04% | +21.6% |
| Q3 2018 | $425,000 | +5.5% | 7,350 | 0.0% | 0.04% | +5.7% |
| Q2 2018 | $403,000 | +3.6% | 7,350 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $389,000 | – | 7,350 | – | 0.04% | – |
Download | ||||||
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% |