SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $132,000 | +4.8% | 1,643 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $126,000 | -14.9% | 1,643 | -12.9% | 0.01% | -8.3% |
| Q2 2021 | $148,000 | -9.8% | 1,886 | -14.2% | 0.01% | -14.3% |
| Q1 2021 | $164,000 | -25.1% | 2,198 | -31.5% | 0.01% | -33.3% |
| Q4 2020 | $219,000 | +21.0% | 3,210 | -1.5% | 0.02% | +10.5% |
| Q3 2020 | $181,000 | -4.2% | 3,260 | -9.4% | 0.02% | -13.6% |
| Q2 2020 | $189,000 | +24.3% | 3,599 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $152,000 | -22.8% | 3,599 | +10.1% | 0.02% | 0.0% |
| Q4 2019 | $197,000 | 0.0% | 3,268 | -6.0% | 0.02% | -8.3% |
| Q3 2019 | $197,000 | +6.5% | 3,476 | +7.4% | 0.02% | +4.3% |
| Q2 2019 | $185,000 | -4.6% | 3,236 | -7.7% | 0.02% | -8.0% |
| Q1 2019 | $194,000 | +6.6% | 3,507 | -7.7% | 0.02% | -7.4% |
| Q4 2018 | $182,000 | -18.8% | 3,801 | -2.1% | 0.03% | -10.0% |
| Q3 2018 | $224,000 | -20.3% | 3,881 | -24.1% | 0.03% | -25.0% |
| Q2 2018 | $281,000 | +11.1% | 5,112 | +6.7% | 0.04% | +14.3% |
| Q1 2018 | $253,000 | -1.6% | 4,792 | -0.6% | 0.04% | -2.8% |
| Q4 2017 | $257,000 | -62.2% | 4,822 | -64.5% | 0.04% | -64.7% |
| Q3 2017 | $680,000 | +8.1% | 13,568 | +3.9% | 0.10% | +6.2% |
| Q2 2017 | $629,000 | +4.5% | 13,054 | +2.7% | 0.10% | -1.0% |
| Q1 2017 | $602,000 | +24.4% | 12,710 | +18.6% | 0.10% | +15.5% |
| Q4 2016 | $484,000 | +8.5% | 10,713 | +4.6% | 0.08% | +6.3% |
| Q3 2016 | $446,000 | +4.9% | 10,246 | +1.4% | 0.08% | +1.3% |
| Q2 2016 | $425,000 | +8.4% | 10,107 | +4.7% | 0.08% | +16.4% |
| Q1 2016 | $392,000 | +46.8% | 9,649 | +44.7% | 0.07% | +42.6% |
| Q4 2015 | $267,000 | +42.8% | 6,667 | +38.6% | 0.05% | +38.2% |
| Q3 2015 | $187,000 | 0.0% | 4,809 | +9.8% | 0.03% | +6.2% |
| Q2 2015 | $187,000 | +222.4% | 4,378 | +223.1% | 0.03% | +220.0% |
| Q1 2015 | $58,000 | – | 1,355 | – | 0.01% | – |
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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% |