SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,156 | +4.9% | 5,617 | +10.1% | 0.04% | +12.9% |
| Q2 2023 | $362,335 | +2.0% | 5,101 | -2.6% | 0.03% | -3.1% |
| Q1 2023 | $355,328 | +20.7% | 5,237 | +16.7% | 0.03% | +10.3% |
| Q4 2022 | $294,325 | +15.9% | 4,486 | +6.8% | 0.03% | +16.0% |
| Q3 2022 | $254,000 | +2.0% | 4,199 | +5.8% | 0.02% | +4.2% |
| Q2 2022 | $249,000 | -88.4% | 3,969 | -85.9% | 0.02% | -82.1% |
| Q1 2022 | $2,142,000 | -52.8% | 28,242 | -49.9% | 0.13% | -52.0% |
| Q4 2021 | $4,537,000 | -0.9% | 56,406 | -5.6% | 0.28% | -12.5% |
| Q3 2021 | $4,580,000 | -4.3% | 59,748 | -2.2% | 0.32% | +0.6% |
| Q2 2021 | $4,784,000 | +4.8% | 61,115 | -0.4% | 0.32% | -2.5% |
| Q1 2021 | $4,567,000 | +17.9% | 61,359 | +8.0% | 0.32% | +3.8% |
| Q4 2020 | $3,875,000 | +56.4% | 56,828 | +27.2% | 0.31% | +47.6% |
| Q3 2020 | $2,478,000 | +11.6% | 44,660 | +5.8% | 0.21% | +18.4% |
| Q2 2020 | $2,221,000 | +146.0% | 42,208 | +97.1% | 0.18% | +115.7% |
| Q1 2020 | $903,000 | -29.2% | 21,412 | +1.0% | 0.08% | -23.1% |
| Q4 2019 | $1,275,000 | +3.2% | 21,199 | -3.0% | 0.11% | -5.3% |
| Q3 2019 | $1,236,000 | -0.9% | 21,852 | +0.1% | 0.11% | -17.4% |
| Q2 2019 | $1,247,000 | +11.8% | 21,835 | +8.5% | 0.14% | +1.5% |
| Q1 2019 | $1,115,000 | +13.4% | 20,127 | -1.9% | 0.14% | 0.0% |
| Q4 2018 | $983,000 | -32.1% | 20,507 | -18.0% | 0.14% | -25.3% |
| Q3 2018 | $1,447,000 | -6.2% | 25,018 | -11.0% | 0.18% | -12.9% |
| Q2 2018 | $1,543,000 | -12.0% | 28,107 | -15.3% | 0.21% | -13.6% |
| Q1 2018 | $1,754,000 | -8.2% | 33,165 | -7.5% | 0.24% | -16.6% |
| Q4 2017 | $1,910,000 | – | 35,852 | – | 0.29% | – |
Download | ||||||
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% |