SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 248 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8 | -11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9 | +12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8 | -99.9% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $9,000 | +12.5% | 120 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $8,000 | +14.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +33.3% |
| Q4 2018 | $6,000 | -14.3% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $7,000 | +16.7% | 120 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -25.0% | 120 | -26.4% | 0.00% | -40.0% |
| Q2 2017 | $8,000 | 0.0% | 163 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | -60.0% | 163 | -63.0% | 0.01% | -58.3% |
| Q4 2016 | $20,000 | +185.7% | 441 | +180.9% | 0.01% | +200.0% |
| Q3 2016 | $7,000 | 0.0% | 157 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $7,000 | +16.7% | 157 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $6,000 | -40.0% | 157 | -90.7% | 0.00% | -33.3% |
| Q4 2015 | $10,000 | +66.7% | 1,681 | +860.6% | 0.01% | +50.0% |
| Q3 2015 | $6,000 | +200.0% | 175 | +307.0% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 43 | -8.5% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 47 | – | 0.00% | – |
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% |